Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 10,449 shares of SCHX stock, worth $227,265. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,449
Previous 3,483 200.0%
Holding current value
$227,265
Previous $236 Million 2.49%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 02, 2025
BUY
$22.4 - $68.28 $156,038 - $475,638
6,966 Added 200.0%
10,449 $242 Million
Q1 2024

Apr 01, 2024
SELL
$55.41 - $62.08 $55 - $62
-1 Reduced 0.03%
3,483 $216 Million
Q3 2023

Oct 20, 2023
SELL
$50.36 - $54.21 $6,345 - $6,830
-126 Reduced 3.49%
3,484 $176 Million
Q2 2023

Jul 05, 2023
BUY
$47.67 - $52.37 $114,741 - $126,054
2,407 Added 200.08%
3,610 $189 Million
Q1 2023

Apr 03, 2023
BUY
$44.78 - $49.41 $895 - $988
20 Added 1.69%
1,203 $58.2 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $49,981 - $56,973
1,183 New
1,183 $53.4 Million

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
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 Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email