True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

True Wealth Advisors, LLC

  • $291 Million
  • Q3 2025

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 29,757 shares of SCHX stock, worth $789,750. This represents 0.27% of its overall portfolio holdings.

Number of Shares
29,757
Previous 29,757 -0.0%
Holding current value
$789,750
Previous $727,000 7.7%
% of portfolio
0.27%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $444,371 - $1.35 Million
19,838 Added 200.0%
29,757 $689,000
Q2 2024

Jul 24, 2024
BUY
$58.7 - $64.78 $155,144 - $171,213
2,643 Added 36.32%
9,919 $637,000
Q2 2023

Jul 31, 2023
SELL
$47.67 - $52.37 $38,136 - $41,896
-800 Reduced 9.91%
7,276 $381,000
Q3 2022

Oct 21, 2022
SELL
$42.35 - $51.01 $41,248 - $49,683
-974 Reduced 10.76%
8,076 $342,000
Q2 2022

Jul 27, 2022
BUY
$43.35 - $54.51 $185,321 - $233,030
4,275 Added 89.53%
9,050 $404,000
Q1 2022

May 05, 2022
SELL
$49.51 - $57.27 $213,833 - $247,349
-4,319 Reduced 47.49%
4,775 $543,000
Q1 2022

May 04, 2022
BUY
$49.51 - $57.27 $213,833 - $247,349
4,319 Added 90.45%
9,094 $450,000
Q4 2021

Feb 02, 2022
BUY
$51.9 - $57.29 $1,193 - $1,317
23 Added 0.48%
4,775 $543,000
Q3 2021

Oct 25, 2021
SELL
$51.52 - $54.94 $3,503 - $3,735
-68 Reduced 1.41%
4,752 $494,000
Q4 2020

Jan 25, 2021
BUY
$39.35 - $45.48 $189,667 - $219,213
4,820 New
4,820 $445,000

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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