Ellenbecker Investment Group Schwab Strategic Tr Us Large C Transaction History

Ellenbecker Investment Group

  • $637 Million
  • Q3 2025

A detailed history of Ellenbecker Investment Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ellenbecker Investment Group holds 12,456 shares of SCHX stock, worth $330,582. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,456
Previous 13,850 10.06%
Holding current value
$330,582
Previous $338,000 2.96%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 14, 2025
SELL
$24.46 - $26.5 $34,097 - $36,941
-1,394 Reduced 10.06%
12,456 $328,000
Q2 2025

Jul 22, 2025
SELL
$19.6 - $24.44 $3,743 - $4,668
-191 Reduced 1.36%
13,850 $338,000
Q1 2025

Apr 15, 2025
BUY
$21.75 - $24.28 $4,328 - $4,831
199 Added 1.44%
14,041 $308,000
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $188,832 - $575,600
8,430 Added 155.76%
13,842 $320,000
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $183 - $203
3 Added 0.06%
5,412 $367,000
Q1 2024

Apr 09, 2024
BUY
$55.41 - $62.08 $299,712 - $335,790
5,409 New
5,409 $335,000

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

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