Delta Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Delta Investment Management, LLC

  • $427 Million
  • Q3 2025

A detailed history of Delta Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Delta Investment Management, LLC holds 10,131 shares of SCHX stock, worth $268,876. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,131
Previous 10,116 0.15%
Holding current value
$268,876
Previous $247,000 7.69%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 20, 2025
BUY
$24.46 - $26.5 $366 - $397
15 Added 0.15%
10,131 $266,000
Q2 2025

Jul 31, 2025
SELL
$19.6 - $24.44 $14,072 - $17,547
-718 Reduced 6.63%
10,116 $247,000
Q1 2025

May 14, 2025
BUY
$21.75 - $24.28 $16,290 - $18,185
749 Added 7.43%
10,834 $239,000
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $225,904 - $688,603
10,085 New
10,085 $233,000

Others Institutions Holding SCHX

# of Institutions
1,645
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
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More about SCHX
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