Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History

Sterling Investment Advisors, Ltd.

$457 Million
Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 8,942 shares of SCHX stock, worth $237,320. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,942

Previous 8,897 0.51%

Holding current value

$237,320

Previous $217,000 8.29%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$24.46 - $26.5 $1,100 - $1,192	45 Added 0.51%	8,942 $235,000
Q2 2025 Jul 17, 2025	BUY	$19.6 - $24.44 $174,381 - $217,442	8,897 New	8,897 $217,000
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $136,304 - $415,483	6,085 Added 205.44%	9,047 $209,000
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $181,007 - $200,971	2,962 New	2,962 $200,000
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $56,292 - $65,115	1,137 Added 111.8%	2,154 $116,000

Q3 2020 Oct 26, 2020	SELL	$37.26 - $43.03 $7,861 - $9,079	-211 Reduced 17.18%	1,017 $82,000
Q2 2020 Jul 24, 2020	BUY	$29.25 - $38.76 $11,583 - $15,348	396 Added 47.6%	1,228 $90,000
Q4 2018 Jan 18, 2019	BUY	N/A	635 Added 322.34%	832 $49,000
Q3 2018 Nov 09, 2018	BUY	N/A	197 New	197 $14,000

Others Institutions Holding SCHX

# of Institutions

1,639

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
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Account

Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History