Claro Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Claro Advisors LLC

$633 Million
Q3 2025

A detailed history of Claro Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Claro Advisors LLC holds 33,697 shares of SCHX stock, worth $894,318. This represents 0.14% of its overall portfolio holdings.

Number of Shares

33,697

Previous 27,186 23.95%

Holding current value

$894,318

Previous $664,000 33.58%

% of portfolio

0.14%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $159,259 - $172,541	6,511 Added 23.95%	33,697 $887,000
Q2 2025 Aug 05, 2025	SELL	$19.6 - $24.44 $46,922 - $58,509	-2,394 Reduced 8.09%	27,186 $664,000
Q1 2025 May 12, 2025	BUY	$21.75 - $24.28 $1,609 - $1,796	74 Added 0.25%	29,580 $653,000
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $346,729 - $1.06 Million	15,479 Added 110.35%	29,506 $683,000
Q3 2024 Nov 07, 2024	BUY	$61.11 - $67.85 $672,454 - $746,621	11,004 Added 364.01%	14,027 $951,000

Q3 2024 Oct 17, 2024	SELL	$61.11 - $67.85 $634,444 - $704,418	-10,382 Reduced 77.45%	3,023 $205,000
Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $17,199 - $18,980	-293 Reduced 2.14%	13,405 $861,000
Q1 2024 Apr 18, 2024	BUY	$55.41 - $62.08 $1,274 - $1,427	23 Added 0.17%	13,698 $850,000
Q4 2023 Jan 22, 2024	BUY	$48.47 - $56.6 $247,972 - $289,565	5,116 Added 59.77%	13,675 $771,000
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $41,395 - $44,560	-822 Reduced 8.76%	8,559 $433,000
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $32,415 - $35,611	680 Added 7.82%	9,381 $491,000
Q1 2023 Apr 17, 2023	SELL	$44.78 - $49.41 $112,487 - $124,117	-2,512 Reduced 22.4%	8,701 $420,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $57,417 - $65,449	1,359 Added 13.79%	11,213 $506,000
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $147,520 - $185,497	3,403 Added 52.75%	9,854 $440,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $153,105 - $169,005	2,950 Added 84.26%	6,451 $734,000
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $180,371 - $192,344	3,501 New	3,501 $364,000

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Claro Advisors LLC Schwab Strategic Tr Us Large C Transaction History