Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 72,789 shares of SCHX stock, worth $1.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

72,789

Previous 73,108 0.44%

Holding current value

$1.93 Million

Previous $1.93 Million 0.31%

% of portfolio

0.09%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$25.85 - $27.19 $8,246 - $8,673	-319 Reduced 0.44%	72,789 $1.93 Million
Q3 2025 Oct 20, 2025	BUY	$24.46 - $26.5 $68,561 - $74,279	2,803 Added 3.99%	73,108 $1.93 Million
Q2 2025 Jul 23, 2025	BUY	$19.6 - $24.44 $169,383 - $211,210	8,642 Added 14.01%	70,305 $1.72 Million
Q1 2025 May 14, 2025	BUY	$21.75 - $24.28 $1.07 Million - $1.19 Million	49,206 Added 395.01%	61,663 $1.36 Million
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $212,016 - $646,270	9,465 Added 316.34%	12,457 $288,000

Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $182,841 - $203,007	2,992 New	2,992 $203,000

Others Institutions Holding SCHX

# of Institutions

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History