Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Abound Wealth Management holds 767,721 shares of SCHX stock, worth $17.9 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

767,721

Previous 758,165 1.26%

Holding current value

$17.9 Million

Previous $17.6 Billion 3.54%

% of portfolio

5.66%

Previous 5.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$21.75 - $24.28 $207,843 - $232,019	9,556 Added 1.26%	767,721 $17 Billion
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $11.3 Million - $34.4 Million	503,827 Added 198.09%	758,165 $17.6 Billion
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $238,390 - $264,682	-3,901 Reduced 1.51%	254,338 $17.3 Billion
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $186,959 - $206,324	-3,185 Reduced 1.22%	258,239 $16.6 Billion
Q1 2024 Aug 08, 2024	SELL	$55.41 - $62.08 $166,894 - $186,984	-3,012 Reduced 1.14%	261,424 $16.2 Billion
Q4 2023 Aug 08, 2024	SELL	$48.47 - $56.6 $62,574 - $73,070	-1,291 Reduced 0.49%	264,436 $14.9 Billion
Q3 2023 Aug 08, 2024	SELL	$50.36 - $54.21 $264,742 - $284,981	-5,257 Reduced 1.94%	265,727 $13.4 Billion
Q2 2023 Aug 08, 2024	SELL	$47.67 - $52.37 $49,004 - $53,836	-1,028 Reduced 0.38%	270,984 $14.2 Billion
Q1 2023 Aug 07, 2024	BUY	$44.78 - $49.41 $12.2 Million - $13.4 Million	272,012 New	272,012 $13.2 Billion
Q4 2022 Aug 07, 2024	SELL	$42.25 - $48.16 $74,402 - $84,809	-1,761 Reduced 0.66%	264,841 $12 Billion
Q3 2022 Aug 07, 2024	SELL	$42.35 - $51.01 $229,113 - $275,964	-5,410 Reduced 1.99%	266,602 $11.3 Billion
Q2 2022 Aug 12, 2024	BUY	$43.35 - $54.51 $628,705 - $790,558	14,503 Added 5.62%	272,742 $12.2 Billion
Q1 2022 Aug 12, 2024	BUY	$49.51 - $57.27 $7.13 Million - $8.25 Million	143,992 Added 101.49%	285,875 $15.4 Billion
Q4 2021 Aug 12, 2024	SELL	$51.9 - $57.29 $6.04 Million - $6.67 Million	-116,356 Reduced 45.06%	141,883 $16.1 Billion

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History