West Oak Capital, LLC Schwab Strategic Tr Us Large C Transaction History

West Oak Capital, LLC

  • $2.52 Billion
  • Q3 2025

A detailed history of West Oak Capital, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, West Oak Capital, LLC holds 179,680 shares of SCHX stock, worth $4.77 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
179,680
Previous 223,930 19.76%
Holding current value
$4.77 Million
Previous $54.7 Million 13.52%
% of portfolio
1.88%
Previous 2.14%

Shares

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

Oct 03, 2025
SELL
$24.46 - $26.5 $1.08 Million - $1.17 Million
-44,250 Reduced 19.76%
179,680 $47.3 Million
Q2 2025

Jul 14, 2025
SELL
$19.6 - $24.44 $33,222 - $41,425
-1,695 Reduced 0.75%
223,930 $54.7 Million
Q1 2025

Apr 15, 2025
SELL
$21.75 - $24.28 $55,136 - $61,549
-2,535 Reduced 1.11%
225,625 $49.8 Million
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $4.73 Million - $14.4 Million
211,274 Added 1251.18%
228,160 $52.9 Million
Q4 2024

Jan 10, 2025
SELL
$22.4 - $68.28 $1.36 Million - $4.15 Million
-60,710 Reduced 78.24%
16,886 $52.9 Million
Q3 2024

Oct 17, 2024
SELL
$61.11 - $67.85 $78,709 - $87,390
-1,288 Reduced 1.63%
77,596 $52.6 Million
Q2 2024

Jul 24, 2024
SELL
$58.7 - $64.78 $78,481 - $86,610
-1,337 Reduced 1.67%
78,884 $5.07 Million
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $266,245 - $298,294
4,805 Added 6.37%
80,221 $4.98 Million
Q4 2023

Jan 17, 2024
SELL
$48.47 - $56.6 $48,130 - $56,203
-993 Reduced 1.3%
75,416 $4.26 Million
Q3 2023

Oct 05, 2023
BUY
$50.36 - $54.21 $60,432 - $65,052
1,200 Added 1.6%
76,409 $3.87 Million
Q2 2023

Jul 19, 2023
BUY
$47.67 - $52.37 $272,720 - $299,608
5,721 Added 8.23%
75,209 $3.94 Million
Q1 2023

Apr 21, 2023
SELL
$44.78 - $49.41 $36,719 - $40,516
-820 Reduced 1.17%
69,488 $3.36 Million
Q4 2022

Jan 05, 2023
BUY
$42.25 - $48.16 $107,315 - $122,326
2,540 Added 3.75%
70,308 $3.17 Million
Q3 2022

Oct 28, 2022
SELL
$42.35 - $51.01 $2,117 - $2,550
-50 Reduced 0.07%
67,768 $2.87 Million
Q2 2022

Jul 11, 2022
BUY
$43.35 - $54.51 $36,500 - $45,897
842 Added 1.26%
67,818 $3.03 Million
Q1 2022

Apr 20, 2022
BUY
$49.51 - $57.27 $773,940 - $895,244
15,632 Added 30.45%
66,976 $3.61 Million
Q4 2021

Jan 12, 2022
SELL
$51.9 - $57.29 $47,229 - $52,133
-910 Reduced 1.74%
51,344 $5.84 Million
Q3 2021

Oct 07, 2021
SELL
$51.52 - $54.94 $82,535 - $88,013
-1,602 Reduced 2.97%
52,254 $5.44 Million
Q2 2021

Jul 20, 2021
SELL
$48.62 - $52.01 $94,565 - $101,159
-1,945 Reduced 3.49%
53,856 $5.6 Million
Q1 2021

Apr 13, 2021
SELL
$44.9 - $48.34 $30,307 - $32,629
-675 Reduced 1.2%
55,801 $5.36 Million
Q4 2020

Jan 08, 2021
SELL
$39.35 - $45.48 $123,362 - $142,579
-3,135 Reduced 5.26%
56,476 $5.14 Million
Q3 2020

Oct 09, 2020
BUY
$37.26 - $43.03 $53,877 - $62,221
1,446 Added 2.49%
59,611 $4.81 Million
Q2 2020

Jul 06, 2020
SELL
$29.25 - $38.76 $42,851 - $56,783
-1,465 Reduced 2.46%
58,165 $4.31 Million
Q1 2020

Apr 07, 2020
BUY
$26.61 - $40.52 $890,849 - $1.36 Million
33,478 Added 128.01%
59,630 $3.65 Million
Q4 2019

Jan 09, 2020
BUY
$34.42 - $38.54 $5,335 - $5,973
155 Added 0.6%
26,152 $2.01 Million
Q3 2019

Oct 02, 2019
BUY
$35.28 - $36.01 $261,918 - $267,338
7,424 Added 39.97%
25,997 $1.84 Million
Q2 2019

Jul 12, 2019
BUY
N/A
1,954 Added 11.76%
18,573 $1.3 Million
Q1 2019

Apr 03, 2019
SELL
N/A
-1,395 Reduced 7.74%
16,619 $1.12 Million
Q4 2018

Jan 08, 2019
BUY
N/A
5,611 Added 45.24%
18,014 $1.08 Billion
Q3 2018

Oct 04, 2018
SELL
N/A
-1,059 Reduced 7.87%
12,403 $863 Million
Q2 2018

Jul 06, 2018
BUY
N/A
464 Added 3.57%
13,462 $875 Million
Q1 2018

Apr 05, 2018
BUY
N/A
12,998 New
12,998 $820 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-14,104 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
14,104
14,104 $847 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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email