Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Cm Wealth Advisors LLC

$299 Million
Q4 2024

A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 32,124 shares of SCHX stock, worth $705,443. This represents 0.25% of its overall portfolio holdings.

Number of Shares

32,124

Previous 10,708 200.0%

Holding current value

$705,443

Previous $726,000 2.48%

% of portfolio

0.25%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $479,718 - $1.46 Million	21,416 Added 200.0%	32,124 $744,000
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $31,169 - $34,398	-531 Reduced 4.72%	10,708 $687,000
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $29,422 - $32,964	531 Added 4.96%	11,239 $697,000
Q3 2023 Nov 16, 2023	SELL	$50.36 - $54.21 $26,439 - $28,460	-525 Reduced 4.67%	10,708 $541,000
Q2 2023 Aug 15, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.02%	11,233 $588,000
Q1 2023 May 01, 2023	BUY	$44.78 - $49.41 $502,924 - $554,923	11,231 New	11,231 $535,000
Q4 2022 May 04, 2023	SELL	$42.25 - $48.16 $22,096 - $25,187	-523 Reduced 4.66%	10,708 $483 Million
Q3 2022 May 11, 2023	SELL	$42.35 - $51.01 $22,149 - $26,678	-523 Reduced 4.66%	10,708 $453 Million
Q2 2022 May 09, 2023	SELL	$43.35 - $54.51 $22,672 - $28,508	-523 Reduced 4.66%	10,708 $478 Million

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Cm Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History