Lee Financial CO Schwab Strategic Tr Us Large C Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lee Financial CO holds 355,342 shares of SCHX stock, worth $9.43 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

355,342

Previous 346,728 2.48%

Holding current value

$9.43 Million

Previous $8.47 Million 10.44%

% of portfolio

1.19%

Previous 1.23%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.46 - $26.5 $210,698 - $228,271	8,614 Added 2.48%	355,342 $9.36 Million
Q2 2025 Jul 24, 2025	BUY	$19.6 - $24.44 $48,118 - $60,000	2,455 Added 0.71%	346,728 $8.47 Million
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $108,249 - $120,841	-4,977 Reduced 1.43%	344,273 $7.6 Million
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $5.18 Million - $15.8 Million	231,028 Added 195.42%	349,250 $8.1 Million
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $23,160 - $25,715	-379 Reduced 0.32%	118,222 $8.02 Million

Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $46,783 - $51,629	797 Added 0.68%	118,601 $7.62 Million
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $159,968 - $179,224	-2,887 Reduced 2.39%	117,804 $7.31 Million
Q4 2023 Feb 08, 2024	SELL	$48.47 - $56.6 $240,798 - $281,188	-4,968 Reduced 3.95%	120,691 $6.81 Million
Q3 2023 Nov 09, 2023	BUY	$50.36 - $54.21 $35,604 - $38,326	707 Added 0.57%	125,659 $6.36 Million
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $156,548 - $171,983	3,284 Added 2.7%	124,952 $6.54 Million
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $116,741 - $128,811	-2,607 Reduced 2.1%	121,668 $5.89 Million
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $16,139 - $18,397	382 Added 0.31%	124,275 $5.61 Million
Q3 2022 Nov 01, 2022	SELL	$42.35 - $51.01 $57,426 - $69,169	-1,356 Reduced 1.08%	123,893 $5.25 Million
Q2 2022 Aug 10, 2022	SELL	$43.35 - $54.51 $559,301 - $703,288	-12,902 Reduced 9.34%	125,249 $5.59 Million
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $3.38 Million - $3.91 Million	68,198 Added 97.49%	138,151 $7.44 Million
Q4 2021 Feb 08, 2022	SELL	$51.9 - $57.29 $3,269 - $3,609	-63 Reduced 0.09%	69,953 $7.96 Million
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $7,985 - $8,515	-155 Reduced 0.22%	70,016 $0
Q2 2021 Aug 04, 2021	SELL	$48.62 - $52.01 $41,181 - $44,052	-847 Reduced 1.19%	70,171 $7.3 Million
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $15,310 - $16,483	-341 Reduced 0.48%	71,018 $6.82 Million
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $783,025 - $905,006	-19,899 Reduced 21.81%	71,359 $6.49 Million
Q3 2020 Nov 03, 2020	SELL	$37.26 - $43.03 $577,753 - $667,223	-15,506 Reduced 14.52%	91,258 $7.36 Million
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $251,930 - $333,839	-8,613 Reduced 7.47%	106,764 $7.91 Million
Q1 2020 May 07, 2020	SELL	$26.61 - $40.52 $1.01 Million - $1.54 Million	-38,043 Reduced 24.8%	115,377 $7.07 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $583,659 - $653,522	16,957 Added 12.43%	153,420 $11.8 Million
Q3 2019 Nov 08, 2019	BUY	$35.28 - $36.01 $136,568 - $139,394	3,871 Added 2.92%	136,463 $9.68 Million
Q2 2019 Jul 30, 2019	BUY	N/A	3,749 Added 2.91%	132,592 $9.31 Million
Q1 2019 Apr 30, 2019	BUY	N/A	19,328 Added 17.65%	128,843 $8.71 Million
Q4 2018 Feb 11, 2019	BUY	N/A	18,327 Added 20.1%	109,515 $6.54 Million
Q3 2018 Nov 07, 2018	BUY	N/A	9,515 Added 11.65%	91,188 $6.34 Million
Q2 2018 Aug 14, 2018	BUY	N/A	15,600 Added 23.61%	81,673 $5.31 Million
Q1 2018 May 09, 2018	BUY	N/A	35,043 Added 112.93%	66,073 $4.17 Million
Q4 2017 Feb 09, 2018	BUY	N/A	438 Added 1.43%	31,030 $1.98 Million
Q3 2017 Nov 07, 2017	BUY	N/A	30,592	30,592 $1.84 Million

Others Institutions Holding SCHX

# of Institutions

1,633

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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