Klingman & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Klingman & Associates, LLC holds 32,584 shares of SCHX stock, worth $864,779. This represents 0.04% of its overall portfolio holdings.

Number of Shares
32,584
Previous 32,584 -0.0%
Holding current value
$864,779
Previous $796,000 7.79%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$21.75 - $24.28 $123,866 - $138,274
5,695 Added 21.18%
32,584 $719,000
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $381,068 - $1.16 Million
17,012 Added 172.24%
26,889 $623,000
Q3 2024

Nov 01, 2024
BUY
$61.11 - $67.85 $54,999 - $61,064
900 Added 10.03%
9,877 $670,000
Q1 2024

May 01, 2024
BUY
$55.41 - $62.08 $497,415 - $557,292
8,977 New
8,977 $557,000
Q2 2022

Jul 27, 2022
BUY
$43.35 - $54.51 $241,849 - $304,111
5,579 New
5,579 $249,000

Others Institutions Holding SCHX

# of Institutions
1,634
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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