Vantage Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Vantage Financial Partners, LLC

  • $386 Million
  • Q3 2025

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 107,017 shares of SCHX stock, worth $2.84 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
107,017
Previous 111,076 3.65%
Holding current value
$2.84 Million
Previous $2.71 Million 3.83%
% of portfolio
0.73%
Previous 0.77%

Shares

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

Nov 05, 2025
SELL
$24.46 - $26.5 $99,283 - $107,563
-4,059 Reduced 3.65%
107,017 $2.82 Million
Q2 2025

Aug 06, 2025
SELL
$19.6 - $24.44 $46,491 - $57,971
-2,372 Reduced 2.09%
111,076 $2.71 Million
Q1 2025

May 07, 2025
SELL
$21.75 - $24.28 $44,652 - $49,846
-2,053 Reduced 1.78%
113,448 $2.5 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $1.75 Million - $5.33 Million
78,020 Added 208.16%
115,501 $2.68 Million
Q3 2024

Nov 08, 2024
SELL
$61.11 - $67.85 $10.6 Million - $11.8 Million
-174,052 Reduced 82.28%
37,481 $2.54 Million
Q2 2024

Aug 07, 2024
BUY
$58.7 - $64.78 $214,548 - $236,770
3,655 Added 1.76%
211,533 $13.6 Million
Q1 2024

May 02, 2024
BUY
$55.41 - $62.08 $141,683 - $158,738
2,557 Added 1.25%
207,878 $12.9 Million
Q4 2023

Feb 05, 2024
BUY
$48.47 - $56.6 $123,356 - $144,047
2,545 Added 1.26%
205,321 $11.6 Million
Q3 2023

Nov 02, 2023
SELL
$50.36 - $54.21 $527,521 - $567,849
-10,475 Reduced 4.91%
202,776 $10.3 Million
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $13,109 - $14,401
-275 Reduced 0.13%
213,251 $11.2 Million
Q1 2023

May 08, 2023
BUY
$44.78 - $49.41 $9.56 Million - $10.6 Million
213,526 New
213,526 $10.3 Million

Others Institutions Holding SCHX

# of Institutions
1,634
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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