Clearwater Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Clearwater Capital Advisors, LLC

  • $1.07 Billion
  • Q3 2025

A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 901,868 shares of SCHX stock, worth $23.9 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
901,868
Previous 891,227 1.19%
Holding current value
$23.9 Million
Previous $21.8 Million 9.06%
% of portfolio
2.22%
Previous 2.18%

Shares

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

Nov 14, 2025
BUY
$24.46 - $26.5 $260,278 - $281,986
10,641 Added 1.19%
901,868 $23.8 Million
Q2 2025

Aug 12, 2025
BUY
$19.6 - $24.44 $209,798 - $261,605
10,704 Added 1.22%
891,227 $21.8 Million
Q1 2025

May 08, 2025
BUY
$21.75 - $24.28 $743,915 - $830,448
34,203 Added 4.04%
880,523 $19.4 Million
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $12.3 Million - $37.5 Million
549,795 Added 185.41%
846,320 $19.6 Million
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $359,510 - $399,161
5,883 Added 2.02%
296,525 $20.1 Million
Q2 2024

Aug 06, 2024
SELL
$58.7 - $64.78 $97,852 - $107,988
-1,667 Reduced 0.57%
290,642 $18.7 Million
Q1 2024

May 09, 2024
SELL
$55.41 - $62.08 $505,837 - $566,728
-9,129 Reduced 3.03%
292,309 $18.1 Million
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $200,908 - $234,607
-4,145 Reduced 1.36%
301,438 $17 Million
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $5.47 Million - $5.89 Million
-108,618 Reduced 26.22%
305,583 $15.5 Million
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $1.04 Million - $1.14 Million
-21,799 Reduced 5.0%
414,201 $21.7 Million
Q1 2023

May 10, 2023
SELL
$44.78 - $49.41 $640,980 - $707,254
-14,314 Reduced 3.18%
436,000 $21.1 Million
Q4 2022

Jan 27, 2023
SELL
$42.25 - $48.16 $272,385 - $310,487
-6,447 Reduced 1.41%
450,314 $0
Q3 2022

Nov 01, 2022
BUY
$42.35 - $51.01 $1.31 Million - $1.57 Million
30,836 Added 7.24%
456,761 $19.3 Million
Q2 2022

Jul 21, 2022
SELL
$43.35 - $54.51 $1.07 Million - $1.34 Million
-24,611 Reduced 5.46%
425,925 $19 Million
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $11.4 Million - $13.2 Million
230,576 Added 104.83%
450,536 $24.3 Million
Q4 2021

Jan 26, 2022
BUY
$51.9 - $57.29 $267,336 - $295,100
5,151 Added 2.4%
219,960 $25 Million
Q3 2021

Nov 03, 2021
SELL
$51.52 - $54.94 $824,268 - $878,985
-15,999 Reduced 6.93%
214,809 $22.3 Million
Q2 2021

Aug 04, 2021
BUY
$48.62 - $52.01 $410,401 - $439,016
8,441 Added 3.8%
230,808 $24 Million
Q1 2021

Apr 21, 2021
BUY
$44.9 - $48.34 $558,915 - $601,736
12,448 Added 5.93%
222,367 $21.4 Million
Q4 2020

Jan 21, 2021
BUY
$39.35 - $45.48 $484,949 - $560,495
12,324 Added 6.24%
209,919 $19.1 Million
Q3 2020

Oct 16, 2020
BUY
$37.26 - $43.03 $43,258 - $49,957
1,161 Added 0.59%
197,595 $15.9 Million
Q2 2020

Jul 30, 2020
SELL
$29.25 - $38.76 $3.55 Million - $4.7 Million
-121,209 Reduced 38.16%
196,434 $14.6 Million
Q1 2020

Apr 15, 2020
SELL
$26.61 - $40.52 $2.38 Million - $3.63 Million
-89,491 Reduced 21.98%
317,643 $19.5 Million
Q4 2019

Jan 27, 2020
BUY
$34.42 - $38.54 $4.88 Million - $5.47 Million
141,837 Added 53.46%
407,134 $31.3 Million
Q3 2019

Nov 04, 2019
BUY
$35.28 - $36.01 $3.28 Million - $3.35 Million
93,026 Added 54.0%
265,297 $18.8 Million
Q2 2019

Jul 26, 2019
BUY
N/A
39,620 Added 29.87%
172,271 $12.1 Million
Q1 2019

May 13, 2019
BUY
N/A
79,896 Added 151.45%
132,651 $8.97 Million
Q4 2018

Jan 22, 2019
BUY
N/A
24,474 Added 86.54%
52,755 $3.15 Million
Q3 2018

Oct 17, 2018
BUY
N/A
22,635 Added 400.9%
28,281 $1.97 Million
Q2 2018

Aug 16, 2018
BUY
N/A
1,865 Added 49.33%
5,646 $367,000
Q1 2018

May 14, 2018
SELL
N/A
-2,880 Reduced 43.24%
3,781 $239,000
Q3 2017

Oct 19, 2017
SELL
N/A
-153 Reduced 2.25%
6,661 $404,000
Q2 2017

Aug 11, 2017
BUY
N/A
6,814
6,814 $394,000

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
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