Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 35,309 shares of SCHX stock, worth $937,100. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,309

Previous 34,917 1.12%

Holding current value

$937,100

Previous $853,000 9.03%

% of portfolio

0.03%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.46 - $26.5 $9,588 - $10,388	392 Added 1.12%	35,309 $930,000
Q2 2025 Aug 11, 2025	BUY	$19.6 - $24.44 $161,151 - $200,945	8,222 Added 30.8%	34,917 $853,000
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $86,369 - $96,415	-3,971 Reduced 12.95%	26,695 $589,000
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $588,022 - $1.79 Million	26,251 Added 594.59%	30,666 $710,000
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $38,743 - $43,016	634 Added 16.77%	4,415 $299,000

Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $57,584 - $63,549	-981 Reduced 20.6%	3,781 $242,000
Q3 2023 Oct 24, 2023	SELL	$50.36 - $54.21 $84,906 - $91,398	-1,686 Reduced 26.15%	4,762 $240,000
Q2 2023 Jul 28, 2023	SELL	$47.67 - $52.37 $7,817 - $8,588	-164 Reduced 2.48%	6,448 $337,000
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $4,791 - $5,286	-107 Reduced 1.59%	6,612 $319,000
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $65,107 - $74,214	-1,541 Reduced 18.66%	6,719 $303,000
Q3 2022 Nov 04, 2022	BUY	$42.35 - $51.01 $64,499 - $77,688	1,523 Added 22.61%	8,260 $350,000
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $18,337 - $23,057	-423 Reduced 5.91%	6,737 $301,000
Q1 2022 May 06, 2022	BUY	$49.51 - $57.27 $174,522 - $201,876	3,525 Added 96.97%	7,160 $386,000
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $69,961 - $77,226	1,348 Added 58.94%	3,635 $414,000
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $3,967 - $4,230	77 Added 3.48%	2,287 $238,000
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $55,475 - $59,343	-1,141 Reduced 34.05%	2,210 $230,000
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $6,016 - $6,477	-134 Reduced 3.85%	3,351 $322,000
Q4 2020 Feb 11, 2021	SELL	$39.35 - $45.48 $20,107 - $23,240	-511 Reduced 12.79%	3,485 $317,000
Q3 2020 Nov 04, 2020	SELL	$37.26 - $43.03 $37,781 - $43,632	-1,014 Reduced 20.24%	3,996 $318,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $44,606 - $59,109	-1,525 Reduced 23.34%	5,010 $397,000
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $189,968 - $289,272	-7,139 Reduced 52.21%	6,535 $400,000
Q4 2019 Feb 07, 2020	BUY	$34.42 - $38.54 $247,514 - $277,141	7,191 Added 110.92%	13,674 $1.05 Million
Q3 2019 Nov 12, 2019	SELL	$35.28 - $36.01 $187,089 - $190,961	-5,303 Reduced 44.99%	6,483 $477,000
Q2 2019 Aug 12, 2019	SELL	N/A	-656 Reduced 5.27%	11,786 $1,000
Q1 2019 May 07, 2019	SELL	N/A	-1,393 Reduced 10.07%	12,442 $841,000
Q4 2018 Feb 12, 2019	BUY	N/A	13,835 New	13,835 $895,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

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Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History