Quotient Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Quotient Wealth Partners, LLC

$3.4 Trillion
Q2 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 10,296 shares of SCHX stock, worth $259,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,296

Previous 10,296 -0.0%

Holding current value

$259,871

Previous $227 Million 10.69%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$21.75 - $24.28 $3,828 - $4,273	-176 Reduced 1.68%	10,296 $227 Million
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $157,696 - $480,691	7,040 Added 205.13%	10,472 $243 Million
Q3 2024 Oct 09, 2024	BUY	$61.11 - $67.85 $6,233 - $6,920	102 Added 3.06%	3,432 $233 Million
Q2 2024 Jul 24, 2024	SELL	$58.7 - $64.78 $12,444 - $13,733	-212 Reduced 5.99%	3,330 $214 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $163,459 - $183,136	-2,950 Reduced 45.44%	3,542 $220 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $314,667 - $367,447	6,492 New	6,492 $366 Million

Others Institutions Holding SCHX

# of Institutions

1,532

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Quotient Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History