Montis Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Montis Financial, LLC holds 215,796 shares of SCHX stock, worth $5.73 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
215,796
Previous 244,108 11.6%
Holding current value
$5.73 Million
Previous $5.97 Million 4.71%
% of portfolio
1.32%
Previous 1.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$24.46 - $26.5 $692,511 - $750,268
-28,312 Reduced 11.6%
215,796 $5.68 Million
Q2 2025

Jul 17, 2025
SELL
$19.6 - $24.44 $1.54 Million - $1.92 Million
-78,633 Reduced 24.36%
244,108 $5.97 Million
Q1 2025

May 02, 2025
SELL
$21.75 - $24.28 $1.63 Million - $1.81 Million
-74,729 Reduced 18.8%
322,741 $7.13 Million
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $5.88 Million - $17.9 Million
262,693 Added 194.91%
397,470 $9.21 Million
Q3 2024

Oct 10, 2024
SELL
$61.11 - $67.85 $1.18 Million - $1.31 Million
-19,358 Reduced 12.56%
134,777 $9.14 Million
Q2 2024

Aug 07, 2024
SELL
$58.7 - $64.78 $403,856 - $445,686
-6,880 Reduced 4.27%
154,135 $9.9 Million
Q1 2024

Apr 16, 2024
SELL
$55.41 - $62.08 $476,415 - $533,763
-8,598 Reduced 5.07%
161,015 $9.99 Million
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $426,972 - $498,589
-8,809 Reduced 4.94%
169,613 $9.57 Million
Q3 2023

Oct 31, 2023
SELL
$50.36 - $54.21 $318,375 - $342,715
-6,322 Reduced 3.42%
178,422 $9.03 Million
Q2 2023

Jul 31, 2023
SELL
$47.67 - $52.37 $683,730 - $751,142
-14,343 Reduced 7.2%
184,744 $9.68 Million
Q1 2023

May 11, 2023
SELL
$44.78 - $49.41 $103,083 - $113,741
-2,302 Reduced 1.14%
199,087 $9.63 Million
Q4 2022

Feb 01, 2023
BUY
$42.25 - $48.16 $8.51 Million - $9.7 Million
201,389 New
201,389 $9.09 Million

Others Institutions Holding SCHX

# of Institutions
1,631
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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