Zhang Financial LLC Schwab Strategic Tr Us Large C Transaction History

Zhang Financial LLC

$2.42 Billion
Q3 2025

A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zhang Financial LLC holds 101,686 shares of SCHX stock, worth $2.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

101,686

Previous 101,162 0.52%

Holding current value

$2.7 Million

Previous $2.47 Million 8.33%

% of portfolio

0.11%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$24.46 - $26.5 $12,817 - $13,886	524 Added 0.52%	101,686 $2.68 Million
Q2 2025 Aug 01, 2025	BUY	$19.6 - $24.44 $85,005 - $105,996	4,337 Added 4.48%	101,162 $2.47 Million
Q1 2025 Apr 15, 2025	SELL	$21.75 - $24.28 $4,589 - $5,123	-211 Reduced 0.22%	96,825 $2.13 Million
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $1.45 Million - $4.41 Million	64,622 Added 199.36%	97,036 $2.25 Million
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $131,997 - $146,556	-2,160 Reduced 6.25%	32,414 $2.2 Million

Q2 2024 Jul 19, 2024	BUY	$58.7 - $64.78 $100,024 - $110,385	1,704 Added 5.18%	34,574 $2.22 Million
Q1 2024 Apr 24, 2024	SELL	$55.41 - $62.08 $421,559 - $472,304	-7,608 Reduced 18.8%	32,870 $2.04 Million
Q4 2023 Jan 31, 2024	SELL	$48.47 - $56.6 $444,712 - $519,305	-9,175 Reduced 18.48%	40,478 $2.28 Million
Q3 2023 Oct 11, 2023	BUY	$50.36 - $54.21 $1,812 - $1,951	36 Added 0.07%	49,653 $2.51 Million
Q2 2023 Jul 18, 2023	BUY	$47.67 - $52.37 $51,197 - $56,245	1,074 Added 2.21%	49,617 $2.6 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $113,562 - $125,303	2,536 Added 5.51%	48,543 $2.35 Million
Q4 2022 May 17, 2023	SELL	$42.25 - $48.16 $107,146 - $122,133	-2,536 Reduced 5.22%	46,007 $2.08 Million
Q4 2022 Jan 17, 2023	BUY	$42.25 - $48.16 $795,652 - $906,949	18,832 Added 69.3%	46,007 $2.08 Million
Q3 2022 Oct 18, 2022	SELL	$42.35 - $51.01 $11,900 - $14,333	-281 Reduced 1.02%	27,175 $1.15 Million
Q2 2022 Jul 14, 2022	SELL	$43.35 - $54.51 $802,668 - $1.01 Million	-18,516 Reduced 40.28%	27,456 $1.23 Million
Q1 2022 Apr 21, 2022	BUY	$49.51 - $57.27 $1.75 Million - $2.03 Million	35,443 Added 336.62%	45,972 $2.48 Million
Q4 2021 Feb 10, 2022	BUY	$51.9 - $57.29 $43,751 - $48,295	843 Added 8.7%	10,529 $1.2 Million
Q3 2021 Oct 20, 2021	BUY	$51.52 - $54.94 $143,174 - $152,678	2,779 Added 40.23%	9,686 $1.01 Million
Q2 2021 Jul 26, 2021	BUY	$48.62 - $52.01 $197,932 - $211,732	4,071 Added 143.55%	6,907 $718,000
Q1 2021 Apr 21, 2021	BUY	$44.9 - $48.34 $127,336 - $137,092	2,836 New	2,836 $272,000

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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Zhang Financial LLC Schwab Strategic Tr Us Large C Transaction History