Pasadena Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 25,273 shares of SCHX stock, worth $670,745. This represents 0.12% of its overall portfolio holdings.

Number of Shares
25,273
Previous 25,273 -0.0%
Holding current value
$670,745
Previous $617,000 7.78%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$19.6 - $24.44 $12,426 - $15,494
634 Added 2.57%
25,273 $617,000
Q1 2025

May 08, 2025
BUY
$21.75 - $24.28 $535,898 - $598,234
24,639 New
24,639 $544,000
Q1 2022

Apr 21, 2022
SELL
$49.51 - $57.27 $110,159 - $127,425
-2,225 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$51.9 - $57.29 $6.96 Million - $7.69 Million
-134,155 Reduced 98.37%
2,225 $253,000
Q3 2021

Nov 09, 2021
BUY
$51.52 - $54.94 $7.03 Million - $7.49 Million
136,380 New
136,380 $14.2 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

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