Ethos Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 1,207,493 shares of SCHX stock, worth $32 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
1,207,493
Previous 1,201,528 0.5%
Holding current value
$32 Million
Previous $29.4 Million 8.31%
% of portfolio
2.88%
Previous 2.92%

Shares

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

Oct 23, 2025
BUY
$24.46 - $26.5 $145,903 - $158,072
5,965 Added 0.5%
1,207,493 $31.8 Million
Q2 2025

Aug 06, 2025
BUY
$19.6 - $24.44 $3.44 Million - $4.29 Million
175,482 Added 17.1%
1,201,528 $29.4 Million
Q1 2025

May 13, 2025
BUY
$21.75 - $24.28 $119,298 - $133,175
5,485 Added 0.54%
1,026,046 $22.7 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $16 Million - $48.7 Million
712,922 Added 231.74%
1,020,561 $23.7 Million
Q3 2024

Nov 07, 2024
BUY
$61.11 - $67.85 $265,278 - $294,536
4,341 Added 1.43%
307,639 $20.9 Million
Q2 2024

Aug 12, 2024
BUY
$58.7 - $64.78 $864,768 - $954,338
14,732 Added 5.11%
303,298 $19.5 Million
Q1 2024

May 08, 2024
BUY
$55.41 - $62.08 $614,053 - $687,970
11,082 Added 3.99%
288,566 $18 Million
Q4 2023

Feb 07, 2024
BUY
$48.47 - $56.6 $1.22 Million - $1.42 Million
25,153 Added 9.97%
277,484 $15.7 Million
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $4.54 Million - $4.89 Million
90,248 Added 55.68%
252,331 $12.8 Million
Q1 2023

Apr 20, 2023
BUY
$44.78 - $49.41 $334,237 - $368,796
7,464 Added 4.83%
162,083 $7.84 Million
Q4 2022

Feb 09, 2023
BUY
$42.25 - $48.16 $6.53 Million - $7.45 Million
154,619 New
154,619 $6.98 Billion

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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