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

Mason & Associates, LLC

  • $440 Billion
  • Q4 2025

A detailed history of Mason & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mason & Associates, LLC holds 25,671 shares of SCHX stock, worth $681,308. This represents 0.16% of its overall portfolio holdings.

Number of Shares
25,671
Previous 28,469 9.83%
Holding current value
$681,308
Previous $696 Million 0.72%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$25.85 - $27.19 $72,328 - $76,077
-2,798 Reduced 9.83%
25,671 $691 Million
Q2 2025

Jul 30, 2025
SELL
$19.6 - $24.44 $2,195 - $2,737
-112 Reduced 0.39%
28,469 $696 Million
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $426,809 - $1.3 Million
19,054 Added 200.0%
28,581 $663 Million
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $559,234 - $617,159
9,527 New
9,527 $612 Million

Others Institutions Holding SCHX

# of Institutions
1,639
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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