Crestmont Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Crestmont Private Wealth LLC

  • $303 Billion
  • Q3 2025

A detailed history of Crestmont Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 20,729 shares of SCHX stock, worth $550,147. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,729
Previous 19,837 4.5%
Holding current value
$550,147
Previous $485 Million 12.62%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Nov 12, 2025
BUY
$24.46 - $26.5 $21,818 - $23,638
892 Added 4.5%
20,729 $546 Million
Q2 2025

Aug 13, 2025
BUY
$19.6 - $24.44 $25,499 - $31,796
1,301 Added 7.02%
19,837 $485 Million
Q1 2025

Apr 10, 2025
BUY
$21.75 - $24.28 $23,990 - $26,780
1,103 Added 6.33%
18,536 $409 Million
Q4 2024

Jan 14, 2025
BUY
$22.4 - $68.28 $390,499 - $1.19 Million
17,433 New
17,433 $404 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
  • Sector ETFs
  • Industry ETFs
More about SCHX
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