Saxony Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Saxony Capital Management, LLC

$141 Million
Q3 2025

A detailed history of Saxony Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Saxony Capital Management, LLC holds 78,135 shares of SCHX stock, worth $2.07 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

78,135

Previous 143,349 45.49%

Holding current value

$2.07 Million

Previous $3.5 Million 41.25%

% of portfolio

1.46%

Previous 2.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$24.46 - $26.5 $1.6 Million - $1.73 Million	-65,214 Reduced 45.49%	78,135 $2.06 Million
Q2 2025 Aug 04, 2025	BUY	$19.6 - $24.44 $781,667 - $974,691	39,881 Added 38.54%	143,349 $3.5 Million
Q1 2025 Apr 23, 2025	BUY	$21.75 - $24.28 $216,456 - $241,634	9,952 Added 10.64%	103,468 $2.28 Million
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $1.45 Million - $4.41 Million	64,651 Added 223.98%	93,516 $2.17 Billion
Q3 2024 Oct 22, 2024	BUY	$61.11 - $67.85 $1.76 Million - $1.96 Million	28,865 New	28,865 $1.96 Billion

Q1 2024 Apr 30, 2024	BUY	$55.41 - $62.08 $540,192 - $605,217	9,749 New	9,749 $605 Million

Others Institutions Holding SCHX

# of Institutions

1,631

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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Saxony Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History