Whipplewood Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 585 shares of SCHX stock, worth $15,525. This represents 0.01% of its overall portfolio holdings.

Number of Shares
585
Previous 24,783 97.64%
Holding current value
$15,525
Previous $606 Million 97.46%
% of portfolio
0.01%
Previous 0.33%

Shares

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

Nov 06, 2025
SELL
$24.46 - $26.5 $591,883 - $641,247
-24,198 Reduced 97.64%
585 $15.4 Million
Q2 2025

Jul 31, 2025
BUY
$19.6 - $24.44 $427,868 - $533,525
21,830 Added 739.25%
24,783 $606 Million
Q1 2025

Apr 09, 2025
SELL
$21.75 - $24.28 $456,184 - $509,248
-20,974 Reduced 87.66%
2,953 $510 Million
Q4 2024

Feb 04, 2025
BUY
$22.4 - $68.28 $535,964 - $1.63 Million
23,927 New
23,927 $555 Million

Others Institutions Holding SCHX

# of Institutions
1,632
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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