Mfa Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Mfa Wealth Advisors, LLC

$446 Million
Q3 2025

A detailed history of Mfa Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 673,406 shares of SCHX stock, worth $17.9 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

673,406

Holding current value

$17.9 Million

% of portfolio

3.98%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$24.46 - $26.5 $16.5 Million - $17.8 Million	673,406 New	673,406 $17.7 Million
Q2 2024 Jul 22, 2024	BUY	$58.7 - $64.78 $234 - $259	4 New	4 $0
Q3 2022 Nov 22, 2022	SELL	$42.35 - $51.01 $68,945 - $83,044	-1,628 Reduced 4.22%	36,945 $1.57 Million
Q2 2022 Aug 10, 2022	BUY	$43.35 - $54.51 $24,102 - $30,307	556 Added 1.46%	38,573 $1.72 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $891,180 - $1.03 Million	18,000 Added 89.92%	38,017 $2.05 Million

Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $140,545 - $155,141	-2,708 Reduced 11.92%	20,017 $2.28 Million
Q3 2021 Nov 24, 2021	SELL	$51.52 - $54.94 $12.1 Million - $12.9 Million	-235,523 Reduced 91.2%	22,725 $2.36 Million
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $11.9 Million - $12.7 Million	231,467 Added 864.3%	258,248 $2.33 Million
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $107,012 - $114,474	-2,201 Reduced 7.59%	26,781 $2.78 Million
Q1 2021 May 14, 2021	BUY	$44.9 - $48.34 $1.19 Million - $1.28 Million	26,474 Added 1055.58%	28,982 $2.78 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $98,689 - $114,063	2,508 New	2,508 $228,000
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $86,853 - $100,302	-2,331 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$29.25 - $38.76 $1.4 Million - $1.86 Million	-47,936 Reduced 95.36%	2,331 $0
Q1 2020 Apr 09, 2020	BUY	$26.61 - $40.52 $1.24 Million - $1.89 Million	46,549 Added 1251.99%	50,267 $3.08 Million
Q4 2019 Jan 23, 2020	BUY	$34.42 - $38.54 $23,715 - $26,554	689 Added 22.75%	3,718 $285,000
Q3 2019 Nov 13, 2019	SELL	$35.28 - $36.01 $75,781 - $77,349	-2,148 Reduced 41.49%	3,029 $215,000
Q2 2019 Aug 06, 2019	SELL	N/A	-73,578 Reduced 93.43%	5,177 $363,000
Q1 2019 Apr 29, 2019	BUY	N/A	78,755 New	78,755 $5.33 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-169,915 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-14,898 Reduced 8.06%	169,915 $11 Million
Q2 2018 Aug 14, 2018	BUY	N/A	16,897 Added 10.06%	184,813 $12.6 Million
Q1 2018 May 15, 2018	SELL	N/A	-20,736 Reduced 10.99%	167,916 $10.7 Million
Q4 2017 Feb 14, 2018	BUY	N/A	188,652	188,652 $12.7 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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Mfa Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History