Campbell Wealth Management Schwab Strategic Tr Us Large C Transaction History

Campbell Wealth Management

  • $1.01 Billion
  • Q1 2024

A detailed history of Campbell Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Campbell Wealth Management holds 4,874,761 shares of SCHX stock, worth $304 Million. This represents 30.06% of its overall portfolio holdings.

Number of Shares
4,874,761
Previous 4,584,708 6.33%
Holding current value
$304 Million
Previous $259 Million 17.0%
% of portfolio
30.06%
Previous 30.68%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$55.41 - $62.08 $16.1 Million - $18 Million
290,053 Added 6.33%
4,874,761 $303 Million
Q4 2023

Feb 08, 2024
BUY
$48.47 - $56.6 $3.65 Million - $4.26 Million
75,269 Added 1.67%
4,584,708 $259 Million
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $7.18 Million - $7.72 Million
-142,479 Reduced 3.06%
4,509,439 $228 Million
Q2 2023

Jul 31, 2023
BUY
$47.67 - $52.37 $222 Million - $244 Million
4,651,918 New
4,651,918 $244 Million
Q1 2023

May 08, 2023
BUY
$44.78 - $49.41 $6.52 Million - $7.2 Million
145,706 Added 3.32%
4,535,018 $219 Million
Q4 2022

Jan 10, 2023
BUY
$44.01 - $48.16 $1.03 Million - $1.13 Million
23,390 Added 0.54%
4,389,312 $198 Million
Q3 2022

Oct 11, 2022
BUY
N/A
25,578 Added 0.59%
4,365,922 $185 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-144,084 Reduced 3.21%
4,340,344 $194 Million
Q1 2022

May 18, 2022
BUY
N/A
2,243,756 Added 100.14%
4,484,428 $241 Million
Q4 2021

Jan 27, 2022
BUY
N/A
2,240,672 New
2,240,672 $255 Million
Q3 2021

Dec 22, 2022
SELL
N/A
-2,197,169 Reduced 50.33%
2,168,753 $226 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-2,151,739 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
N/A
55,003 Added 2.62%
2,151,739 $224 Million
Q1 2021

Apr 30, 2021
BUY
N/A
83,662 Added 4.16%
2,096,736 $201 Million
Q4 2020

Jan 19, 2021
BUY
N/A
63,841 Added 3.28%
2,013,074 $183 Million
Q3 2020

Nov 02, 2020
BUY
N/A
111,210 Added 6.05%
1,949,233 $157 Million
Q2 2020

Jul 23, 2020
BUY
N/A
139,186 Added 8.19%
1,838,023 $136 Million
Q1 2020

Apr 17, 2020
BUY
N/A
51,015 Added 3.1%
1,698,837 $104 Million
Q4 2019

Jan 15, 2020
BUY
N/A
74,311 Added 4.72%
1,647,822 $127 Million
Q3 2019

Oct 07, 2019
BUY
N/A
79,175 Added 5.3%
1,573,511 $112 Million
Q2 2019

Aug 09, 2019
BUY
N/A
102,486 Added 7.36%
1,494,336 $105 Million
Q1 2019

May 13, 2019
BUY
N/A
92,979 Added 7.16%
1,391,850 $94.1 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1,298,871 New
1,298,871 $77.5 Million

Others Institutions Holding SCHX

# of Institutions
1,254
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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