Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Consilium Wealth Advisory, LLC

  • $252 Million
  • Q3 2025

A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 357,096 shares of SCHX stock, worth $9.48 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
357,096
Previous 359,978 0.8%
Holding current value
$9.48 Million
Previous $8.8 Million 6.91%
% of portfolio
3.74%
Previous 3.75%

Shares

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

Oct 20, 2025
SELL
$24.46 - $26.5 $70,493 - $76,373
-2,882 Reduced 0.8%
357,096 $9.41 Million
Q2 2025

Jul 21, 2025
BUY
$19.6 - $24.44 $280,711 - $350,029
14,322 Added 4.14%
359,978 $8.8 Million
Q1 2025

Apr 17, 2025
SELL
$21.75 - $24.28 $55,767 - $62,253
-2,564 Reduced 0.74%
345,656 $7.59 Million
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $5.18 Million - $15.8 Million
231,286 Added 197.79%
348,220 $8.07 Million
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $25,543 - $28,361
418 Added 0.36%
116,934 $7.93 Million
Q2 2024

Aug 01, 2024
SELL
$58.7 - $64.78 $175,513 - $193,692
-2,990 Reduced 2.5%
116,516 $7.49 Million
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $91,537 - $102,556
1,652 Added 1.4%
119,506 $7.42 Million
Q4 2023

Jan 10, 2024
BUY
$48.47 - $56.6 $242,156 - $282,773
4,996 Added 4.43%
117,854 $6.65 Million
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $684,795 - $737,147
-13,598 Reduced 10.75%
112,858 $5.71 Million
Q2 2023

Jul 13, 2023
SELL
$47.67 - $52.37 $386,365 - $424,458
-8,105 Reduced 6.02%
126,456 $6.62 Million
Q1 2023

Apr 13, 2023
SELL
$44.78 - $49.41 $4.57 Million - $5.05 Million
-102,135 Reduced 43.15%
134,561 $6.51 Million
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $5 Million - $5.7 Million
118,290 Added 99.9%
236,696 $10.7 Million
Q3 2022

Oct 12, 2022
BUY
$42.35 - $51.01 $898,497 - $1.08 Million
21,216 Added 21.83%
118,406 $5.01 Million
Q2 2022

Jul 12, 2022
SELL
$43.35 - $54.51 $2.97 Million - $3.74 Million
-68,547 Reduced 41.36%
97,190 $4.34 Million
Q1 2022

Apr 18, 2022
BUY
$49.51 - $57.27 $2.47 Million - $2.85 Million
49,793 Added 42.95%
165,737 $8.93 Million
Q4 2021

Jan 26, 2022
BUY
$51.9 - $57.29 $6.02 Million - $6.64 Million
115,944 New
115,944 $13.2 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
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