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

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 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 256,585 shares of SCHX stock, worth $6.81 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
256,585
Previous 259,421 1.09%
Holding current value
$6.81 Million
Previous $6.34 Million 6.59%
% of portfolio
0.47%
Previous 0.48%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,633
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
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email