My Purposeful Wealth Corp. Schwab Strategic Tr Us Large C Transaction History

My Purposeful Wealth Corp.

$209 Billion
Q3 2024

A detailed history of My Purposeful Wealth Corp. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 38,685 shares of SCHX stock, worth $872,346. This represents 1.25% of its overall portfolio holdings.

Number of Shares

38,685

Previous 32,550 18.85%

Holding current value

$872,346

Previous $2.09 Billion 25.51%

% of portfolio

1.25%

Previous 1.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$61.11 - $67.85 $374,909 - $416,259	6,135 Added 18.85%	38,685 $2.62 Billion
Q2 2024 Jul 31, 2024	BUY	$58.7 - $64.78 $84,762 - $93,542	1,444 Added 4.64%	32,550 $2.09 Billion
Q1 2024 Apr 29, 2024	SELL	$55.41 - $62.08 $238,429 - $267,130	-4,303 Reduced 12.15%	31,106 $1.93 Billion
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $116,861 - $136,462	2,411 Added 7.31%	35,409 $2 Billion
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $106,914 - $115,087	2,123 Added 6.88%	32,998 $1.67 Billion
Q2 2023 Jul 24, 2023	BUY	$47.67 - $52.37 $22,786 - $25,032	478 Added 1.57%	30,875 $1.62 Billion
Q1 2023 Apr 26, 2023	BUY	$44.78 - $49.41 $100,978 - $111,419	2,255 Added 8.01%	30,397 $1.47 Billion
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $1.19 Million - $1.36 Million	28,142 New	28,142 $1.27 Billion

Others Institutions Holding SCHX

# of Institutions

1,335

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

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About SCHWAB STRATEGIC TR US LARGE-C

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My Purposeful Wealth Corp. Schwab Strategic Tr Us Large C Transaction History