Falcon Wealth Planning Schwab Strategic Tr Us Large C Transaction History

Falcon Wealth Planning

$1 Billion
Q3 2025

A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Falcon Wealth Planning holds 11,638 shares of SCHX stock, worth $308,872. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,638

Previous 11,912 2.3%

Holding current value

$308,872

Previous $291,000 5.15%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$24.46 - $26.5 $6,702 - $7,261	-274 Reduced 2.3%	11,638 $306,000
Q2 2025 Jul 16, 2025	BUY	$19.6 - $24.44 $5,566 - $6,940	284 Added 2.44%	11,912 $291,000
Q1 2025 Apr 24, 2025	BUY	$21.75 - $24.28 $326 - $364	15 Added 0.13%	11,628 $256,000
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $167,686 - $511,144	7,486 Added 181.39%	11,613 $269,000
Q3 2024 Oct 30, 2024	BUY	$61.11 - $67.85 $6,416 - $7,124	105 Added 2.61%	4,127 $280,000

Q3 2023 Oct 05, 2023	BUY	$50.36 - $54.21 $202,547 - $218,032	4,022 New	4,022 $203,000

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

Ticker SCHX
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Falcon Wealth Planning Schwab Strategic Tr Us Large C Transaction History