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 258,239 shares of SCHX stock, worth $17.3 Million. This represents 6.12% of its overall portfolio holdings.

Number of Shares
258,239
Previous 261,424 1.22%
Holding current value
$17.3 Million
Previous $16.2 Billion 2.27%
% of portfolio
6.12%
Previous 6.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • 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.