Phillips Financial Management, LLC Schwab Strategic Tr Us Large C Transaction History

Phillips Financial Management, LLC

  • $1.46 Billion
  • Q4 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 262,108 shares of SCHX stock, worth $6.96 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
262,108
Previous 256,585 2.15%
Holding current value
$6.96 Million
Previous $6.76 Million 2.93%
% of portfolio
0.48%
Previous 0.47%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$25.85 - $27.19 $142,769 - $150,170
5,523 Added 2.15%
262,108 $6.96 Million
Q3 2025

Oct 24, 2025
SELL
$24.46 - $26.5 $69,368 - $75,154
-2,836 Reduced 1.09%
256,585 $6.76 Million
Q2 2025

Jul 30, 2025
BUY
$19.6 - $24.44 $52,469 - $65,425
2,677 Added 1.04%
259,421 $6.34 Million
Q1 2025

Apr 30, 2025
SELL
$21.75 - $24.28 $25,012 - $27,922
-1,150 Reduced 0.45%
256,744 $5.67 Million
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $3.85 Million - $11.7 Million
171,943 Added 200.05%
257,894 $5.98 Million
Q3 2024

Nov 07, 2024
BUY
$61.11 - $67.85 $115,070 - $127,761
1,883 Added 2.24%
85,951 $5.83 Million
Q2 2024

Aug 08, 2024
SELL
$58.7 - $64.78 $12,033 - $13,279
-205 Reduced 0.24%
84,068 $5.4 Million
Q1 2024

Apr 23, 2024
SELL
$55.41 - $62.08 $48,871 - $54,754
-882 Reduced 1.04%
84,273 $5.23 Million
Q4 2023

Jan 25, 2024
BUY
$48.47 - $56.6 $150,790 - $176,082
3,111 Added 3.79%
85,155 $4.8 Million
Q3 2023

Nov 09, 2023
SELL
$50.36 - $54.21 $11,935 - $12,847
-237 Reduced 0.29%
82,044 $4.15 Million
Q2 2023

Aug 11, 2023
SELL
$47.67 - $52.37 $121,463 - $133,438
-2,548 Reduced 3.0%
82,281 $4.31 Million
Q1 2023

May 08, 2023
BUY
$44.78 - $49.41 $194,076 - $214,142
4,334 Added 5.38%
84,829 $4.1 Million
Q4 2022

Jan 24, 2023
BUY
$42.25 - $48.16 $171,450 - $195,433
4,058 Added 5.31%
80,495 $0
Q3 2022

Nov 08, 2022
SELL
$42.35 - $51.01 $7,241 - $8,722
-171 Reduced 0.22%
76,437 $3.24 Million
Q2 2022

Jul 22, 2022
BUY
$43.35 - $54.51 $867 - $1,090
20 Added 0.03%
76,608 $3.42 Million
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $2.43 Million - $2.81 Million
49,005 Added 177.66%
76,588 $4.12 Million
Q4 2021

Feb 07, 2022
BUY
$51.9 - $57.29 $21,330 - $23,546
411 Added 1.51%
27,583 $3.14 Million
Q3 2021

Nov 09, 2021
BUY
$51.52 - $54.94 $102,009 - $108,781
1,980 Added 7.86%
27,172 $2.83 Million
Q2 2021

Aug 10, 2021
BUY
$48.62 - $52.01 $1.22 Million - $1.31 Million
25,192 New
25,192 $2.62 Million
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $1.03 Million - $1.11 Million
-22,871 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $55,719 - $64,399
1,416 Added 6.6%
22,871 $2.08 Million
Q3 2020

Nov 06, 2020
SELL
$37.26 - $43.03 $14,754 - $17,039
-396 Reduced 1.81%
21,455 $1.73 Million
Q2 2020

Aug 07, 2020
BUY
$29.25 - $38.76 $16,116 - $21,356
551 Added 2.59%
21,851 $1.62 Million
Q1 2020

May 15, 2020
BUY
$26.61 - $40.52 $82,863 - $126,179
3,114 Added 17.12%
21,300 $1.25 Million
Q4 2019

Feb 19, 2020
BUY
$34.42 - $38.54 $96,376 - $107,912
2,800 Added 18.2%
18,186 $1.4 Million
Q3 2019

Nov 12, 2019
BUY
$35.28 - $36.01 $14,958 - $15,268
424 Added 2.83%
15,386 $1.09 Million
Q2 2019

Aug 06, 2019
BUY
N/A
584 Added 4.06%
14,962 $1.06 Million
Q1 2019

May 07, 2019
BUY
N/A
1,572 Added 12.28%
14,378 $983,000
Q4 2018

Feb 04, 2019
BUY
N/A
19 Added 0.15%
12,806 $765,000
Q3 2018

Nov 14, 2018
BUY
N/A
436 Added 3.53%
12,787 $892,000
Q2 2018

Aug 09, 2018
BUY
N/A
36 Added 0.29%
12,351 $805,000
Q1 2018

May 11, 2018
SELL
N/A
-1,368 Reduced 10.0%
12,315 $766,000
Q4 2017

Feb 01, 2018
BUY
N/A
264 Added 1.97%
13,683 $894,000
Q3 2017

Nov 14, 2017
BUY
N/A
309 Added 2.36%
13,419 $806,000
Q2 2017

Aug 11, 2017
BUY
N/A
13,110
13,110 $775,000

Others Institutions Holding SCHX

# of Institutions
1,652
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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