Altium Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altium Wealth Management LLC holds 34,053 shares of SCHX stock, worth $903,766. This represents 0.11% of its overall portfolio holdings.

Number of Shares

34,053

Previous 28,467 19.62%

Holding current value

$903,766

Previous $1.53 Million 0.78%

% of portfolio

0.11%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$43.35 - $54.51 $242,153 - $304,492	5,586 Added 19.62%	34,053 $1.52 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $697,447 - $806,762	14,087 Added 97.96%	28,467 $1.53 Million
Q4 2021 Jan 31, 2022	BUY	$51.9 - $57.29 $121,238 - $133,829	2,336 Added 19.4%	14,380 $1.64 Million
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $38,124 - $40,655	-740 Reduced 5.79%	12,044 $1.25 Million
Q1 2021 May 06, 2021	BUY	$44.9 - $48.34 $204,654 - $220,333	4,558 Added 55.41%	12,784 $1.23 Million

Q4 2020 Feb 04, 2021	BUY	$39.35 - $45.48 $18,101 - $20,920	460 Added 5.92%	8,226 $748,000
Q2 2020 Jul 31, 2020	BUY	$29.25 - $38.76 $227,155 - $301,010	7,766 New	7,766 $575,000
Q4 2018 Jan 18, 2019	SELL	N/A	-10,761 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	6,619 Added 159.8%	10,761 $749,000
Q2 2018 Aug 14, 2018	SELL	N/A	-7,538 Reduced 64.54%	4,142 $269,000
Q1 2018 Jun 06, 2018	BUY	N/A	21 Added 0.18%	11,680 $737,000
Q4 2017 Jun 01, 2018	BUY	N/A	11,659	11,659 $744,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Altium Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History