A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 19,837 shares of SCHX stock, worth $526,473. This represents 0.31% of its overall portfolio holdings.

Number of Shares
19,837
Holding current value
$526,473
% of portfolio
0.31%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

BUY
$25.85 - $27.19 $512,786 - $539,368
19,837 New
19,837 $526,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC 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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.