Johnson Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Johnson Financial Group, Inc.

$2.64 Billion
Q3 2025

A detailed history of Johnson Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Johnson Financial Group, Inc. holds 10,005 shares of SCHX stock, worth $265,532. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,005

Previous 10,629 5.87%

Holding current value

$265,532

Previous $259,000 1.54%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$24.46 - $26.5 $15,263 - $16,536	-624 Reduced 5.87%	10,005 $263,000
Q2 2025 Aug 13, 2025	BUY	$19.6 - $24.44 $764 - $953	39 Added 0.37%	10,629 $259,000
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $216,384 - $659,584	9,660 Added 1038.71%	10,590 $245,000
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $6,905 - $7,667	-113 Reduced 10.83%	930 $63,000
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $21,719 - $23,968	-370 Reduced 26.19%	1,043 $67,000

Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $30,641 - $34,330	-553 Reduced 28.13%	1,413 $87,000
Q4 2023 Feb 09, 2024	BUY	$48.47 - $56.6 $39,696 - $46,355	819 Added 71.4%	1,966 $110,000
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $13,496 - $14,528	268 Added 30.49%	1,147 $58,000
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $136,431 - $149,882	-2,862 Reduced 76.5%	879 $46,000
Q1 2023 May 12, 2023	BUY	$44.78 - $49.41 $139,668 - $154,109	3,119 Added 501.45%	3,741 $180,000
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $26,341 - $31,728	622 New	622 $26,000
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $2,472 - $2,637	-48 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $37,874 - $40,515	-779 Reduced 94.2%	48 $5,000
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $8,845 - $9,522	-197 Reduced 19.24%	827 $79,000
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $1,967 - $2,274	-50 Reduced 4.66%	1,024 $94,000
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $3,726 - $4,303	-100 Reduced 8.52%	1,074 $87,000
Q2 2020 Aug 11, 2020	BUY	$29.25 - $38.76 $22,698 - $30,077	776 Added 194.97%	1,174 $87,000
Q4 2019 Feb 14, 2020	SELL	$34.42 - $38.54 $3,614 - $4,046	-105 Reduced 20.87%	398 $31,000
Q1 2019 May 13, 2019	BUY	N/A	105 Added 26.38%	503 $34,000
Q4 2018 Feb 11, 2019	BUY	N/A	398 New	398 $24,000
Q3 2018 Nov 09, 2018	SELL	N/A	-15 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	15 New	15 $1,000

Others Institutions Holding SCHX

# of Institutions

1,633

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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Johnson Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History