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 $5.95 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares
254,338
Previous 258,239 1.51%
Holding current value
$5.95 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

About SCHWAB STRATEGIC TR US LARGE-C


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