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

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 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 $270,064. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,296
Previous 10,296 -0.0%
Holding current value
$270,064
Previous $252 Million 7.77%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,565
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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  • Ticker SCHX
  • Sector ETFs
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