Whipplewood Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,953 shares of SCHX stock, worth $64,847. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,953
Previous 23,927 87.66%
Holding current value
$64,847
Previous $555 Million 8.07%
% of portfolio
0.3%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$21.75 - $24.28 $456,184 - $509,248
-20,974 Reduced 87.66%
2,953 $510 Million
Q4 2024

Feb 04, 2025
BUY
$22.4 - $68.28 $535,964 - $1.63 Million
23,927 New
23,927 $555 Million

Others Institutions Holding SCHX

# of Institutions
1,475
Shares Held
1.09B
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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