A detailed history of Symphony Financial, Ltd. Co. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 9,138 shares of SCHX stock, worth $242,522. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,138
Previous 24 37975.0%
Holding current value
$242,522
Previous $0 Infinity%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Oct 31, 2025

BUY
$24.46 - $26.5 $222,928 - $241,521
9,114 Added 37975.0%
9,138 $240,000
Q2 2025

Aug 14, 2025

SELL
$19.6 - $24.44 $4.38 Million - $5.46 Million
-223,309 Reduced 99.99%
24 $0
Q2 2025

Aug 11, 2025

BUY
$19.6 - $24.44 $4.02 Million - $5.01 Million
205,057 Added 1122.0%
223,333 $5.46 Million
Q1 2025

Apr 22, 2025

BUY
$21.75 - $24.28 $198,751 - $221,870
9,138 Added 100.0%
18,276 $403,000
Q4 2024

Jan 24, 2025

BUY
$22.4 - $68.28 $204,691 - $623,942
9,138 New
9,138 $211,000
Q1 2024

Apr 17, 2024

BUY
$55.41 - $62.08 $216,099 - $242,112
3,900 New
3,900 $242,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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