Cottage Street Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Cottage Street Advisors LLC

  • $236 Billion
  • Q4 2025

A detailed history of Cottage Street Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cottage Street Advisors LLC holds 9,261 shares of SCHX stock, worth $245,786. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,261
Previous 9,234 0.29%
Holding current value
$245,786
Previous $243 Million 2.46%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$25.85 - $27.19 $697 - $734
27 Added 0.29%
9,261 $249 Million
Q3 2025

Nov 12, 2025
BUY
$24.46 - $26.5 $1,565 - $1,696
64 Added 0.7%
9,234 $243 Million
Q2 2025

Aug 04, 2025
BUY
$19.6 - $24.44 $392 - $488
20 Added 0.22%
9,170 $224 Million
Q1 2025

Apr 21, 2025
BUY
$21.75 - $24.28 $587 - $655
27 Added 0.3%
9,150 $202 Million
Q4 2024

Feb 11, 2025
BUY
$22.4 - $68.28 $136,460 - $415,961
6,092 Added 200.99%
9,123 $211 Million
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $185,224 - $205,653
3,031 New
3,031 $206 Million

Others Institutions Holding SCHX

# of Institutions
1,644
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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