A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Towercrest Capital Management holds 755,138 shares of SCHX stock, worth $18 Million. This represents 8.14% of its overall portfolio holdings.

Number of Shares
755,138
Previous 754,143 0.13%
Holding current value
$18 Million
Previous $48.5 Million 5.74%
% of portfolio
8.14%
Previous 7.87%

Shares

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

Nov 12, 2024

BUY
$61.11 - $67.85 $60,804 - $67,510
995 Added 0.13%
755,138 $51.2 Million
Q2 2024

Aug 06, 2024

SELL
$58.7 - $64.78 $1.27 Million - $1.4 Million
-21,603 Reduced 2.78%
754,143 $48.5 Million
Q1 2024

May 09, 2024

SELL
$55.41 - $62.08 $60,009 - $67,232
-1,083 Reduced 0.14%
775,746 $48.1 Million
Q4 2023

Feb 08, 2024

SELL
$48.47 - $56.6 $152,632 - $178,233
-3,149 Reduced 0.4%
776,829 $43.8 Million
Q3 2023

Nov 13, 2023

SELL
$50.36 - $54.21 $2.31 Million - $2.49 Million
-45,921 Reduced 5.56%
779,978 $39.5 Million
Q2 2023

Aug 04, 2023

SELL
$47.67 - $52.37 $1.22 Million - $1.34 Million
-25,616 Reduced 3.01%
825,899 $43.3 Million
Q1 2023

May 11, 2023

BUY
$44.78 - $49.41 $147,505 - $162,756
3,294 Added 0.39%
851,515 $41.2 Million
Q4 2022

Feb 09, 2023

BUY
$42.25 - $48.16 $295,243 - $336,542
6,988 Added 0.83%
848,221 $38.3 Million
Q3 2022

Nov 14, 2022

BUY
$42.35 - $51.01 $2.2 Million - $2.65 Million
51,982 Added 6.59%
841,233 $35.6 Million
Q2 2022

Aug 11, 2022

SELL
$43.35 - $54.51 $1.12 Million - $1.4 Million
-25,721 Reduced 3.16%
789,251 $35.2 Million
Q1 2022

May 11, 2022

BUY
$49.51 - $57.27 $19.5 Million - $22.5 Million
393,703 Added 93.46%
814,972 $43.9 Million
Q4 2021

Feb 10, 2022

BUY
$51.9 - $57.29 $60,152 - $66,399
1,159 Added 0.28%
421,269 $47.9 Million
Q3 2021

Dec 10, 2021

SELL
$51.52 - $54.94 $189,284 - $201,849
-3,674 Reduced 0.87%
420,110 $43.7 Million
Q2 2021

Aug 13, 2021

BUY
$48.62 - $52.01 $146,200 - $156,394
3,007 Added 0.71%
423,784 $44.1 Million
Q1 2021

May 14, 2021

BUY
$44.9 - $48.34 $269,624 - $290,281
6,005 Added 1.45%
420,777 $40.4 Million
Q4 2020

Feb 12, 2021

SELL
$39.35 - $45.48 $388,738 - $449,296
-9,879 Reduced 2.33%
414,772 $37.7 Million
Q3 2020

Nov 13, 2020

SELL
$37.26 - $43.03 $677,908 - $782,887
-18,194 Reduced 4.11%
424,651 $34.2 Million
Q2 2020

Aug 13, 2020

BUY
$29.25 - $38.76 $1.16 Million - $1.53 Million
39,587 Added 9.82%
442,845 $32.8 Million
Q1 2020

May 14, 2020

SELL
$26.61 - $40.52 $814,585 - $1.24 Million
-30,612 Reduced 7.06%
403,258 $24.7 Million
Q4 2019

Feb 14, 2020

BUY
$34.42 - $38.54 $288,060 - $322,541
8,369 Added 1.97%
433,870 $33.3 Million
Q3 2019

Nov 13, 2019

BUY
$35.28 - $36.01 $25,613 - $26,143
726 Added 0.17%
425,501 $30.2 Million
Q2 2019

Aug 14, 2019

BUY
N/A
14,079 Added 3.43%
424,775 $29.8 Million
Q1 2019

May 15, 2019

BUY
N/A
27,961 Added 7.31%
410,696 $27.8 Million
Q4 2018

Feb 15, 2019

SELL
N/A
-3,556 Reduced 0.92%
382,735 $22.8 Million
Q3 2018

Nov 19, 2018

BUY
N/A
29,868 Added 8.38%
386,291 $26.9 Million
Q2 2018

Aug 14, 2018

BUY
N/A
356,423 New
356,423 $23.2 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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