A detailed history of Ritholtz Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ritholtz Wealth Management holds 13,339 shares of SCHX stock, worth $354,017. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,339
Previous 13,905 4.07%
Holding current value
$354,017
Previous $339,000 3.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2025

SELL
$24.46 - $26.5 $13,844 - $14,999
-566 Reduced 4.07%
13,339 $351,000
Q2 2025

Jul 28, 2025

BUY
$19.6 - $24.44 $37,181 - $46,362
1,897 Added 15.8%
13,905 $339,000
Q1 2025

Apr 16, 2025

BUY
$21.75 - $24.28 $24,338 - $27,169
1,119 Added 10.28%
12,008 $263,000
Q4 2024

Jan 14, 2025

BUY
$22.4 - $68.28 $162,848 - $496,395
7,270 Added 200.88%
10,889 $252,000
Q3 2024

Oct 10, 2024

BUY
$61.11 - $67.85 $221,157 - $245,549
3,619 New
3,619 $245,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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  • Sector ETFs
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