United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 387,819 shares of SCHX stock, worth $10.3 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

387,819

Previous 284,909 36.12%

Holding current value

$10.3 Million

Previous $6.96 Million 46.7%

% of portfolio

1.48%

Previous 1.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $2.52 Million - $2.73 Million	102,910 Added 36.12%	387,819 $10.2 Million
Q2 2025 Aug 11, 2025	BUY	$19.6 - $24.44 $1.37 Million - $1.7 Million	69,733 Added 32.41%	284,909 $6.96 Million
Q1 2025 Apr 21, 2025	BUY	$21.75 - $24.28 $213,867 - $238,745	9,833 Added 4.79%	215,176 $4.75 Million
Q4 2024 Feb 24, 2025	BUY	$22.4 - $68.28 $3.17 Million - $9.66 Million	141,459 Added 221.43%	205,343 $4.76 Million
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $2.29 Million - $2.55 Million	-37,511 Reduced 36.99%	63,884 $4.33 Million

Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $517,499 - $571,100	-8,816 Reduced 8.0%	101,395 $6.51 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $2.88 Million - $3.23 Million	-51,963 Reduced 32.04%	110,211 $6.84 Million
Q4 2023 Feb 15, 2024	BUY	$48.47 - $56.6 $7.86 Million - $9.18 Million	162,174 New	162,174 $9.15 Million

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

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United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History