Burt Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Burt Wealth Advisors holds 1,478,970 shares of SCHX stock, worth $39.3 Million. This represents 9.76% of its overall portfolio holdings.

Number of Shares
1,478,970
Previous 1,476,695 0.15%
Holding current value
$39.3 Million
Previous $36.1 Million 7.94%
% of portfolio
9.76%
Previous 8.37%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$24.46 - $26.5 $55,646 - $60,287
2,275 Added 0.15%
1,478,970 $39 Million
Q2 2025

Jul 09, 2025
BUY
$19.6 - $24.44 $489,823 - $610,780
24,991 Added 1.72%
1,476,695 $36.1 Million
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $425,082 - $474,528
19,544 Added 1.36%
1,451,704 $32.1 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $21.5 Million - $65.7 Million
961,548 Added 204.32%
1,432,160 $33.2 Million
Q3 2024

Oct 31, 2024
BUY
$61.11 - $67.85 $251,712 - $279,474
4,119 Added 0.88%
470,612 $31.9 Million
Q2 2024

Jul 16, 2024
SELL
$58.7 - $64.78 $145,928 - $161,043
-2,486 Reduced 0.53%
466,493 $30 Million
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $1.12 Million - $1.25 Million
20,205 Added 4.5%
468,979 $29.1 Million
Q4 2023

Feb 01, 2024
BUY
$48.47 - $56.6 $444,130 - $518,625
9,163 Added 2.08%
448,774 $25.3 Million
Q3 2023

Oct 11, 2023
BUY
$50.36 - $54.21 $202,447 - $217,924
4,020 Added 0.92%
439,611 $22.2 Million
Q2 2023

Jul 18, 2023
BUY
$47.67 - $52.37 $973,135 - $1.07 Million
20,414 Added 4.92%
435,591 $22.8 Million
Q1 2023

Apr 13, 2023
BUY
$44.78 - $49.41 $801,114 - $883,944
17,890 Added 4.5%
415,177 $20.1 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $5.17 Million - $5.9 Million
122,437 Added 44.55%
397,287 $17.9 Million
Q3 2022

Oct 11, 2022
SELL
$42.35 - $51.01 $475,929 - $573,250
-11,238 Reduced 3.93%
274,850 $11.6 Million
Q2 2022

Jul 29, 2022
BUY
$43.35 - $54.51 $26,530 - $33,360
612 Added 0.21%
286,088 $12.8 Million
Q1 2022

Apr 19, 2022
BUY
$49.51 - $57.27 $7.61 Million - $8.81 Million
153,763 Added 116.74%
285,476 $15.4 Million
Q4 2021

Jan 13, 2022
BUY
$51.9 - $57.29 $368,801 - $407,102
7,106 Added 5.7%
131,713 $15 Million
Q3 2021

Oct 06, 2021
BUY
$51.52 - $54.94 $356,209 - $379,855
6,914 Added 5.87%
124,607 $13 Million
Q2 2021

Jul 14, 2021
BUY
$48.62 - $52.01 $87,127 - $93,201
1,792 Added 1.55%
117,693 $12.2 Million
Q1 2021

Apr 15, 2021
BUY
$44.9 - $48.34 $167,656 - $180,501
3,734 Added 3.33%
115,901 $11.1 Million
Q4 2020

Feb 11, 2021
BUY
$39.35 - $45.48 $332,782 - $384,624
8,457 Added 8.15%
112,167 $10.2 Million
Q3 2020

Nov 10, 2020
SELL
$37.26 - $43.03 $2,235 - $2,581
-60 Reduced 0.06%
103,710 $8.36 Million
Q2 2020

Aug 05, 2020
BUY
$29.25 - $38.76 $352,433 - $467,019
12,049 Added 13.14%
103,770 $7.69 Million
Q1 2020

Apr 29, 2020
BUY
$26.61 - $40.52 $97,339 - $148,222
3,658 Added 4.15%
91,721 $5.62 Million
Q4 2019

Jan 29, 2020
BUY
$34.42 - $38.54 $222,938 - $249,623
6,477 Added 7.94%
88,063 $6.76 Million
Q3 2019

Oct 31, 2019
BUY
$35.28 - $36.01 $178,516 - $182,210
5,060 Added 6.61%
81,586 $5.79 Million
Q2 2019

Aug 05, 2019
BUY
N/A
6,945 Added 9.98%
76,526 $5.37 Million
Q1 2019

Apr 24, 2019
BUY
N/A
29,261 Added 72.57%
69,581 $4.7 Million
Q4 2018

Feb 08, 2019
BUY
N/A
35,857 Added 803.43%
40,320 $2.41 Million
Q3 2018

Oct 30, 2018
BUY
N/A
525 Added 13.33%
4,463 $310,000
Q3 2017

Nov 09, 2017
SELL
N/A
-100 Reduced 2.48%
3,938 $236,000
Q2 2017

Aug 07, 2017
BUY
N/A
4,038
4,038 $233,000

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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