Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 67,623 shares of SCHX stock, worth $1.79 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

67,623

Previous 67,623 -0.0%

Holding current value

$1.79 Million

Previous $1.78 Million 0.73%

% of portfolio

0.18%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$24.46 - $26.5 $191,350 - $207,309	7,823 Added 13.08%	67,623 $1.78 Million
Q2 2025 Jul 08, 2025	BUY	$19.6 - $24.44 $833,568 - $1.04 Million	42,529 Added 246.25%	59,800 $1.46 Million
Q1 2025 Apr 21, 2025	SELL	$21.75 - $24.28 $53,048 - $59,218	-2,439 Reduced 12.37%	17,271 $381,000
Q4 2024 Jan 10, 2025	BUY	$22.4 - $68.28 $294,336 - $897,199	13,140 Added 200.0%	19,710 $456,000
Q1 2024 Apr 02, 2024	SELL	$55.41 - $62.08 $64,386 - $72,136	-1,162 Reduced 15.03%	6,570 $407,000

Q4 2023 Jan 17, 2024	SELL	$48.47 - $56.6 $1,793 - $2,094	-37 Reduced 0.48%	7,732 $436,000
Q4 2022 Jan 12, 2023	BUY	$42.25 - $48.16 $8,112 - $9,246	192 Added 2.53%	7,769 $0
Q3 2022 Oct 25, 2022	BUY	$42.35 - $51.01 $320,885 - $386,502	7,577 New	7,577 $321,000
Q2 2022 Jul 25, 2022	SELL	$43.35 - $54.51 $175,567 - $220,765	-4,050 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $75,898 - $87,794	1,533 Added 60.91%	4,050 $218,000
Q3 2021 Oct 12, 2021	SELL	$51.52 - $54.94 $1,700 - $1,813	-33 Reduced 1.29%	2,517 $262,000
Q1 2021 Apr 19, 2021	SELL	$44.9 - $48.34 $7,139 - $7,686	-159 Reduced 5.87%	2,550 $245,000
Q4 2020 Jan 26, 2021	SELL	$39.35 - $45.48 $5,941 - $6,867	-151 Reduced 5.28%	2,709 $246,000
Q2 2020 Aug 05, 2020	BUY	$29.25 - $38.76 $83,655 - $110,853	2,860 New	2,860 $212,000
Q1 2020 May 04, 2020	SELL	$26.61 - $40.52 $140,181 - $213,459	-5,268 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$34.42 - $38.54 $181,324 - $203,028	5,268 New	5,268 $405,000

Others Institutions Holding SCHX

# of Institutions

1,639

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History