Penobscot Wealth Management Schwab Strategic Tr Us Large C Transaction History

Penobscot Wealth Management

  • $257 Million
  • Q3 2025

A detailed history of Penobscot Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Penobscot Wealth Management holds 136,430 shares of SCHX stock, worth $3.62 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
136,430
Previous 126,233 8.08%
Holding current value
$3.62 Million
Previous $3.09 Million 16.47%
% of portfolio
1.4%
Previous 1.29%

Shares

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

Nov 19, 2025
BUY
$24.46 - $26.5 $249,418 - $270,220
10,197 Added 8.08%
136,430 $3.59 Million
Q2 2025

Aug 01, 2025
BUY
$19.6 - $24.44 $2.02 Million - $2.52 Million
103,012 Added 443.62%
126,233 $3.09 Million
Q1 2025

Apr 28, 2025
SELL
$21.75 - $24.28 $200,274 - $223,570
-9,208 Reduced 28.39%
23,221 $512,000
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $726,409 - $2.21 Million
32,429 New
32,429 $752,000

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

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