Wiser Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 22,511 shares of SCHX stock, worth $526,757. This represents 2.28% of its overall portfolio holdings.

Number of Shares
22,511
Previous 22,227 1.28%
Holding current value
$526,757
Previous $1.43 Billion 6.96%
% of portfolio
2.28%
Previous 2.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $17,355 - $19,269
284 Added 1.28%
22,511 $1.53 Billion
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $1,056 - $1,166
-18 Reduced 0.08%
22,227 $1.43 Billion
Q1 2024

May 15, 2024
SELL
$55.41 - $62.08 $5,153 - $5,773
-93 Reduced 0.42%
22,245 $1.38 Billion
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $1.08 Million - $1.26 Million
22,338 New
22,338 $1.26 Billion

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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