Aspire Wealth Management Corp Schwab Strategic Tr Us Large C Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aspire Wealth Management Corp holds 7,113 shares of SCHX stock, worth $166,444. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,113

Previous 7,113 -0.0%

Holding current value

$166,444

Previous $457,000 5.47%

% of portfolio

0.28%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$50.36 - $54.21 $853,299 - $918,534	-16,944 Reduced 70.43%	7,113 $359,000
Q2 2023 Jul 27, 2023	SELL	$47.67 - $52.37 $3,527 - $3,875	-74 Reduced 0.31%	24,057 $1.26 Million
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $3,591 - $4,093	85 Added 0.35%	24,131 $1.09 Million
Q3 2022 Nov 09, 2022	BUY	$42.35 - $51.01 $717,874 - $864,670	16,951 Added 238.91%	24,046 $1.02 Million
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $24,232 - $30,471	559 Added 8.55%	7,095 $317,000
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $160,957 - $186,184	3,251 Added 98.96%	6,536 $352,000
Q4 2021 Mar 14, 2022	BUY	$51.9 - $57.29 $170,491 - $188,197	3,285 New	3,285 $374,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Account

Aspire Wealth Management Corp Schwab Strategic Tr Us Large C Transaction History