Keyvantage Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Keyvantage Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 500,348 shares of SCHX stock, worth $13.3 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares
500,348
Previous 510,633 2.01%
Holding current value
$13.3 Million
Previous $12.5 Billion 5.6%
% of portfolio
5.53%
Previous 5.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$24.46 - $26.5 $251,571 - $272,552
-10,285 Reduced 2.01%
500,348 $13.2 Billion
Q2 2025

Aug 08, 2025
SELL
$19.6 - $24.44 $403,583 - $503,244
-20,591 Reduced 3.88%
510,633 $12.5 Billion
Q1 2025

May 07, 2025
SELL
$21.75 - $24.28 $2 Million - $2.24 Million
-92,071 Reduced 14.77%
531,224 $11.7 Billion
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $14 Million - $42.6 Million
623,295 New
623,295 $14.4 Billion

Others Institutions Holding SCHX

# of Institutions
1,631
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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