Mcdonald Partners LLC Schwab Strategic Tr Us Large C Transaction History

Mcdonald Partners LLC

  • $320 Million
  • Q3 2025

A detailed history of Mcdonald Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mcdonald Partners LLC holds 20,957 shares of SCHX stock, worth $556,198. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,957
Previous 20,957 -0.0%
Holding current value
$556,198
Previous $512,000 7.81%
% of portfolio
0.17%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $312,256 - $951,823
13,940 Added 198.66%
20,957 $485,000
Q1 2023

Apr 19, 2023
SELL
$44.78 - $49.41 $29,107 - $32,116
-650 Reduced 8.48%
7,017 $339,000
Q3 2022

Oct 21, 2022
SELL
$42.35 - $51.01 $27,315 - $32,901
-645 Reduced 7.76%
7,667 $325,000
Q2 2022

Jul 25, 2022
SELL
$43.35 - $54.51 $8,670 - $10,902
-200 Reduced 2.35%
8,312 $371,000
Q1 2022

Apr 29, 2022
BUY
$49.51 - $57.27 $421,429 - $487,482
8,512 New
8,512 $458,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email