Abound Wealth Management Schwab Strategic Tr Us Large C Transaction History

Abound Wealth Management

  • $301 Billion
  • Q3 2024

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 254,338 shares of SCHX stock, worth $6.02 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares
254,338
Previous 258,239 1.51%
Holding current value
$6.02 Million
Previous $16.6 Billion 4.01%
% of portfolio
5.73%
Previous 6.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email