Gen Financial Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Gen Financial Management, Inc.

  • $159 Billion
  • Q4 2025

A detailed history of Gen Financial Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Financial Management, Inc. holds 895,830 shares of SCHX stock, worth $23.8 Million. This represents 15.18% of its overall portfolio holdings.

Number of Shares
895,830
Previous 719,332 24.54%
Holding current value
$23.8 Million
Previous $18.9 Billion 27.23%
% of portfolio
15.18%
Previous 16.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$25.85 - $27.19 $4.56 Million - $4.8 Million
176,498 Added 24.54%
895,830 $24.1 Billion
Q3 2025

Oct 15, 2025
SELL
$24.46 - $26.5 $2.19 Million - $2.37 Million
-89,536 Reduced 11.07%
719,332 $18.9 Billion
Q2 2025

Jul 18, 2025
SELL
$19.6 - $24.44 $5.95 Million - $7.42 Million
-303,676 Reduced 27.3%
808,868 $19.8 Billion
Q1 2025

Apr 16, 2025
SELL
$21.75 - $24.28 $81,171 - $90,612
-3,732 Reduced 0.33%
1,112,544 $24.6 Billion
Q4 2024

Jan 24, 2025
BUY
$22.4 - $68.28 $25 Million - $76.2 Million
1,116,276 New
1,116,276 $25.9 Billion

Others Institutions Holding SCHX

# of Institutions
1,644
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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