A detailed history of Sws Partners transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sws Partners holds 145,335 shares of SCHX stock, worth $3.46 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
145,335
Previous 148,975 2.44%
Holding current value
$3.46 Million
Previous $9.57 Million 3.02%
% of portfolio
3.18%
Previous 2.89%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$61.11 - $67.85 $222,440 - $246,973
-3,640 Reduced 2.44%
145,335 $9.86 Million
Q2 2024

Jul 17, 2024

SELL
$58.7 - $64.78 $2.75 Million - $3.03 Million
-46,817 Reduced 23.91%
148,975 $9.57 Million
Q1 2024

Apr 30, 2024

SELL
$55.41 - $62.08 $150,493 - $168,609
-2,716 Reduced 1.37%
195,792 $12.2 Million
Q4 2023

Feb 13, 2024

BUY
$48.47 - $56.6 $62,526 - $73,014
1,290 Added 0.65%
198,508 $11.2 Million
Q3 2023

Nov 09, 2023

BUY
$50.36 - $54.21 $167,245 - $180,031
3,321 Added 1.71%
197,218 $9.98 Million
Q2 2023

Aug 17, 2023

BUY
$47.67 - $52.37 $9.24 Million - $10.2 Million
193,897 New
193,897 $10.2 Million
Q2 2023

Jul 26, 2023

SELL
$47.67 - $52.37 $250,029 - $274,680
-5,245 Reduced 2.63%
193,897 $10.2 Million
Q1 2023

May 09, 2023

SELL
$44.78 - $49.41 $84,902 - $93,681
-1,896 Reduced 0.94%
199,142 $9.63 Million
Q4 2022

Jan 30, 2023

BUY
$42.25 - $48.16 $487,311 - $555,477
11,534 Added 6.09%
201,038 $9.08 Million
Q3 2022

Nov 09, 2022

BUY
$42.35 - $51.01 $8.03 Million - $9.67 Million
189,504 New
189,504 $8.03 Million
Q1 2021

May 17, 2021

SELL
$44.9 - $48.34 $5.4 Million - $5.81 Million
-120,258 Closed
0 $0
Q4 2020

Mar 31, 2021

SELL
$39.35 - $45.48 $185,535 - $214,438
-4,715 Reduced 3.77%
120,258 $10.9 Million
Q3 2020

Nov 13, 2020

BUY
$37.26 - $43.03 $4.66 Million - $5.38 Million
124,973 New
124,973 $10.1 Million
Q2 2020

Aug 13, 2020

SELL
$29.25 - $38.76 $3.74 Million - $4.95 Million
-127,724 Closed
0 $0
Q1 2020

May 14, 2020

SELL
$26.61 - $40.52 $248,617 - $378,578
-9,343 Reduced 6.82%
127,724 $7.82 Million
Q3 2019

Nov 21, 2019

SELL
$35.28 - $36.01 $75.9 Million - $77.4 Million
-2,150,428 Reduced 94.01%
137,067 $10.2 Million
Q3 2019

Nov 15, 2019

BUY
$35.28 - $36.01 $76 Million - $77.5 Million
2,153,144 Added 1602.63%
2,287,495 $161 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-15,376 Reduced 10.27%
134,351 $9.61 Million
Q4 2018

Feb 04, 2019

BUY
N/A
1,415 Added 0.95%
149,727 $8.94 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-6,003 Reduced 3.89%
148,312 $10.3 Million
Q2 2018

Aug 13, 2018

SELL
N/A
-11,359 Reduced 6.86%
154,315 $10 Million
Q1 2018

May 15, 2018

BUY
N/A
4,491 Added 2.79%
165,674 $10.2 Million
Q4 2017

Feb 15, 2018

BUY
N/A
161,183
161,183 $10.3 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Sws Partners Portfolio

Follow Sws Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sws Partners, based on Form 13F filings with the SEC.

News

Stay updated on Sws Partners with notifications on news.