Cwa Asset Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Cwa Asset Management Group, LLC

  • $2.61 Billion
  • Q4 2025

A detailed history of Cwa Asset Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 19,475 shares of SCHX stock, worth $516,866. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,475
Previous 17,496 11.31%
Holding current value
$516,866
Previous $460,000 12.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 07, 2026
BUY
$25.85 - $27.19 $51,157 - $53,809
1,979 Added 11.31%
19,475 $516,000
Q3 2025

Oct 22, 2025
BUY
$24.46 - $26.5 $153,804 - $166,632
6,288 Added 56.1%
17,496 $460,000
Q2 2025

Jul 17, 2025
BUY
$19.6 - $24.44 $219,676 - $273,923
11,208 New
11,208 $273,000
Q1 2022

Apr 21, 2022
SELL
$49.51 - $57.27 $265,670 - $307,310
-5,366 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$51.9 - $57.29 $278,495 - $307,418
5,366 New
5,366 $611,000

Others Institutions Holding SCHX

# of Institutions
1,634
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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