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

Fwl Investment Management, LLC

$366 Million
Q3 2025

A detailed history of Fwl Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fwl Investment Management, LLC holds 7,050 shares of SCHX stock, worth $187,107. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,050

Previous 7,300 3.42%

Holding current value

$187,107

Previous $178,000 3.93%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$24.46 - $26.5 $6,115 - $6,625	-250 Reduced 3.42%	7,050 $185,000
Q2 2025 Aug 14, 2025	SELL	$19.6 - $24.44 $1,313 - $1,637	-67 Reduced 0.91%	7,300 $178,000
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $31,276 - $34,914	-1,438 Reduced 16.33%	7,367 $162,000
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $131,376 - $400,462	5,865 Added 199.49%	8,805 $204,000
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $6,111 - $6,784	-100 Reduced 3.29%	2,940 $199,000

Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $19,242 - $22,470	-397 Reduced 11.55%	3,040 $171,000
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $173,087 - $186,319	3,437 New	3,437 $173,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $176,816 - $201,549	4,185 New	4,185 $188,000

Others Institutions Holding SCHX

# of Institutions

1,645

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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