Glassman Wealth Services Schwab Strategic Tr Us Large C Transaction History

Glassman Wealth Services

  • $724 Million
  • Q4 2025

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glassman Wealth Services holds 3,702 shares of SCHX stock, worth $98,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,702
Previous 6,001 38.31%
Holding current value
$98,251
Previous $158,000 37.97%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 28, 2026
SELL
$25.85 - $27.19 $59,429 - $62,509
-2,299 Reduced 38.31%
3,702 $98,000
Q3 2025

Nov 10, 2025
BUY
$24.46 - $26.5 $56,233 - $60,923
2,299 Added 62.1%
6,001 $158,000
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $55,283 - $168,515
2,468 Added 200.0%
3,702 $85,000
Q3 2024

Nov 12, 2024
SELL
$61.11 - $67.85 $27,499 - $30,532
-450 Reduced 26.72%
1,234 $83,000
Q2 2024

Aug 06, 2024
BUY
$58.7 - $64.78 $25,182 - $27,790
429 Added 34.18%
1,684 $108,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $1,057 - $1,138
21 Added 1.7%
1,255 $63,000
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $57,537 - $63,210
-1,207 Reduced 49.45%
1,234 $64,000
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $66,856 - $73,769
1,493 Added 157.49%
2,441 $118,000
Q1 2022

Aug 23, 2022
BUY
$49.51 - $57.27 $990 - $1,145
20 Added 2.16%
948 $51,000
Q1 2022

Apr 14, 2022
SELL
$49.51 - $57.27 $23,616 - $27,317
-477 Reduced 33.95%
928 $50,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $6,747 - $7,447
130 Added 10.2%
1,405 $160,000
Q3 2021

Nov 10, 2021
BUY
$51.52 - $54.94 $1,133 - $1,208
22 Added 1.76%
1,275 $133,000
Q2 2021

Aug 04, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.08%
1,253 $130,000
Q1 2021

May 05, 2021
BUY
$44.9 - $48.34 $44 - $48
1 Added 0.08%
1,252 $120,000
Q4 2020

Feb 04, 2021
BUY
$39.35 - $45.48 $432 - $500
11 Added 0.89%
1,251 $114,000
Q3 2020

Nov 09, 2020
BUY
$37.26 - $43.03 $37 - $43
1 Added 0.08%
1,240 $100,000
Q2 2020

Aug 06, 2020
SELL
$29.25 - $38.76 $17,286 - $22,907
-591 Reduced 32.3%
1,239 $92,000
Q1 2020

May 12, 2020
BUY
$26.61 - $40.52 $16,631 - $25,325
625 Added 51.87%
1,830 $112,000
Q3 2019

Nov 01, 2019
SELL
$35.28 - $36.01 $5,292 - $5,401
-150 Reduced 11.07%
1,205 $85,000
Q2 2019

Aug 08, 2019
BUY
N/A
1,355 New
1,355 $95,000

Others Institutions Holding SCHX

# of Institutions
1,645
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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