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 $165,732. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,113

Previous 7,113 -0.0%

Holding current value

$165,732

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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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