Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 767,721 shares of SCHX stock, worth $16.7 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

767,721

Previous 758,165 1.26%

Holding current value

$16.7 Million

Previous $17.6 Billion 3.54%

% of portfolio

5.66%

Previous 5.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$21.75 - $24.28 $207,843 - $232,019	9,556 Added 1.26%	767,721 $17 Billion
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $11.3 Million - $34.4 Million	503,827 Added 198.09%	758,165 $17.6 Billion
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $238,390 - $264,682	-3,901 Reduced 1.51%	254,338 $17.3 Billion
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $186,959 - $206,324	-3,185 Reduced 1.22%	258,239 $16.6 Billion
Q1 2024 Aug 08, 2024	SELL	$55.41 - $62.08 $166,894 - $186,984	-3,012 Reduced 1.14%	261,424 $16.2 Billion
Q4 2023 Aug 08, 2024	SELL	$48.47 - $56.6 $62,574 - $73,070	-1,291 Reduced 0.49%	264,436 $14.9 Billion
Q3 2023 Aug 08, 2024	SELL	$50.36 - $54.21 $264,742 - $284,981	-5,257 Reduced 1.94%	265,727 $13.4 Billion
Q2 2023 Aug 08, 2024	SELL	$47.67 - $52.37 $49,004 - $53,836	-1,028 Reduced 0.38%	270,984 $14.2 Billion
Q1 2023 Aug 07, 2024	BUY	$44.78 - $49.41 $12.2 Million - $13.4 Million	272,012 New	272,012 $13.2 Billion
Q4 2022 Aug 07, 2024	SELL	$42.25 - $48.16 $74,402 - $84,809	-1,761 Reduced 0.66%	264,841 $12 Billion
Q3 2022 Aug 07, 2024	SELL	$42.35 - $51.01 $229,113 - $275,964	-5,410 Reduced 1.99%	266,602 $11.3 Billion
Q2 2022 Aug 12, 2024	BUY	$43.35 - $54.51 $628,705 - $790,558	14,503 Added 5.62%	272,742 $12.2 Billion
Q1 2022 Aug 12, 2024	BUY	$49.51 - $57.27 $7.13 Million - $8.25 Million	143,992 Added 101.49%	285,875 $15.4 Billion
Q4 2021 Aug 12, 2024	SELL	$51.9 - $57.29 $6.04 Million - $6.67 Million	-116,356 Reduced 45.06%	141,883 $16.1 Billion

Others Institutions Holding SCHX

# of Institutions

1,480

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History