New England Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 26,437 shares of SCHX stock, worth $701,637. This represents 0.1% of its overall portfolio holdings.

Number of Shares
26,437
Previous 26,379 0.22%
Holding current value
$701,637
Previous $644,000 8.07%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 12, 2025
BUY
$24.46 - $26.5 $1,418 - $1,537
58 Added 0.22%
26,437 $696,000
Q2 2025

Aug 07, 2025
BUY
$19.6 - $24.44 $1,215 - $1,515
62 Added 0.24%
26,379 $644,000
Q1 2025

May 08, 2025
BUY
$21.75 - $24.28 $19,444 - $21,706
894 Added 3.52%
26,317 $581,000
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $388,348 - $1.18 Million
17,337 Added 214.41%
25,423 $589,000
Q3 2024

Nov 07, 2024
BUY
$61.11 - $67.85 $24,810 - $27,547
406 Added 5.29%
8,086 $548,000
Q1 2024

May 08, 2024
BUY
$55.41 - $62.08 $1,108 - $1,241
20 Added 0.26%
7,680 $476,000
Q4 2023

Feb 02, 2024
BUY
$48.47 - $56.6 $14,637 - $17,093
302 Added 4.1%
7,660 $432,000
Q3 2023

Nov 07, 2023
BUY
$50.36 - $54.21 $1,309 - $1,409
26 Added 0.35%
7,358 $372,000
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $1,048 - $1,152
22 Added 0.3%
7,332 $383,000
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $29,107 - $32,116
650 Added 9.76%
7,310 $353,000
Q4 2022

Feb 08, 2023
BUY
$42.25 - $48.16 $281,385 - $320,745
6,660 New
6,660 $300,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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