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

Trellis Wealth Advisors LLC

  • $199 Billion
  • Q4 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 34,128 shares of SCHX stock, worth $810,540. This represents 0.4% of its overall portfolio holdings.

Number of Shares
34,128
Previous 11,376 200.0%
Holding current value
$810,540
Previous $772 Million 2.49%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Feb 03, 2025
BUY
$22.4 - $68.28 $509,644 - $1.55 Million
22,752 Added 200.0%
34,128 $791 Million
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $542,293 - $595,761
11,376 New
11,376 $596 Million

Others Institutions Holding SCHX

# of Institutions
1,465
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
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