Capital A Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 19 shares of SCHX stock, worth $504. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19
Previous 2,728 99.3%
Holding current value
$504
Previous $60.2 Million 98.22%
% of portfolio
0.01%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
SELL
$19.6 - $24.44 $53,096 - $66,207
-2,709 Reduced 99.3%
19 $1.07 Million
Q1 2025

May 02, 2025
SELL
$21.75 - $24.28 $5,850 - $6,531
-269 Reduced 8.98%
2,728 $60.2 Million
Q4 2024

Feb 26, 2025
BUY
$22.4 - $68.28 $67,132 - $204,635
2,997 New
2,997 $69.5 Million

Others Institutions Holding SCHX

# of Institutions
1,631
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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