U S Wealth Group, Llc. Schwab Strategic Tr Us Large C Transaction History

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025

A detailed history of U S Wealth Group, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, U S Wealth Group, Llc. holds 226,247 shares of SCHX stock, worth $6 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares
226,247
Previous 224,267 0.88%
Holding current value
$6 Million
Previous $5.48 Billion 8.73%
% of portfolio
3.89%
Previous 4.27%

Shares

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

Nov 17, 2025
BUY
$24.46 - $26.5 $48,430 - $52,470
1,980 Added 0.88%
226,247 $5.96 Billion
Q2 2025

Aug 15, 2025
BUY
$19.6 - $24.44 $49,548 - $61,784
2,528 Added 1.14%
224,267 $5.48 Billion
Q1 2025

May 15, 2025
SELL
$21.75 - $24.28 $92,937 - $103,748
-4,273 Reduced 1.89%
221,739 $4.9 Billion
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $5.06 Million - $15.4 Million
226,012 New
226,012 $5.24 Billion

About SCHWAB STRATEGIC TR US LARGE-C

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  • Ticker SCHX
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