Shakespeare Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 11,829 shares of SCHX stock, worth $313,941. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,829
Previous 16,694 29.14%
Holding current value
$313,941
Previous $408,000 23.77%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 04, 2025
SELL
$24.46 - $26.5 $118,997 - $128,922
-4,865 Reduced 29.14%
11,829 $311,000
Q2 2025

Aug 12, 2025
BUY
$19.6 - $24.44 $327,202 - $408,001
16,694 New
16,694 $408,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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