Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Colton Groome Financial Advisors, LLC

$324 Million
Q3 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 19,855 shares of SCHX stock, worth $526,951. This represents 0.16% of its overall portfolio holdings.

Number of Shares

19,855

Previous 19,855 -0.0%

Holding current value

$526,951

Previous $485,000 7.63%

% of portfolio

0.16%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $431,846 - $482,079	19,855 New	19,855 $438,000
Q1 2022 Apr 18, 2022	BUY	$49.51 - $57.27 $135,706 - $156,977	2,741 Added 96.79%	5,573 $300,000
Q3 2021 Oct 18, 2021	SELL	$51.52 - $54.94 $261,721 - $279,095	-5,080 Reduced 64.21%	2,832 $295,000
Q2 2021 Jul 21, 2021	SELL	$48.62 - $52.01 $3 Million - $3.21 Million	-61,694 Reduced 88.63%	7,912 $823,000
Q1 2021 Apr 21, 2021	BUY	$44.9 - $48.34 $300,874 - $323,926	6,701 Added 10.65%	69,606 $6.68 Million

Q4 2020 Jan 19, 2021	SELL	$39.35 - $45.48 $54,303 - $62,762	-1,380 Reduced 2.15%	62,905 $5.72 Million
Q3 2020 Oct 23, 2020	BUY	$37.26 - $43.03 $192,000 - $221,733	5,153 Added 8.71%	64,285 $5.18 Million
Q2 2020 Jul 14, 2020	BUY	$29.25 - $38.76 $910,172 - $1.21 Million	31,117 Added 111.07%	59,132 $4.38 Million
Q1 2020 Apr 13, 2020	SELL	$26.61 - $40.52 $941,701 - $1.43 Million	-35,389 Reduced 55.82%	28,015 $1.72 Million
Q4 2019 Jan 21, 2020	BUY	$34.42 - $38.54 $24,266 - $27,170	705 Added 1.12%	63,404 $4.87 Million
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $2.21 Million - $2.26 Million	62,699 New	62,699 $4.62 Million

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

Ticker SCHX
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Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History