Capital Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Capital Wealth Planning, LLC

  • $11.3 Billion
  • Q1 2025

A detailed history of Capital Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 9,349 shares of SCHX stock, worth $218,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,349
Previous 13,693 31.72%
Holding current value
$218,392
Previous $317,000 35.02%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$21.75 - $24.28 $94,482 - $105,472
-4,344 Reduced 31.72%
9,349 $206,000
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $203,436 - $620,118
9,082 Added 196.96%
13,693 $317,000
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $916 - $1,017
15 Added 0.33%
4,611 $312,000
Q2 2024

Aug 09, 2024
BUY
$58.7 - $64.78 $12,561 - $13,862
214 Added 4.88%
4,596 $295,000
Q1 2024

May 07, 2024
SELL
$55.41 - $62.08 $19,116 - $21,417
-345 Reduced 7.3%
4,382 $271,000
Q4 2023

Feb 08, 2024
BUY
$48.47 - $56.6 $1,454 - $1,698
30 Added 0.64%
4,727 $266,000
Q2 2023

Aug 04, 2023
BUY
$47.67 - $52.37 $5,482 - $6,022
115 Added 2.51%
4,697 $245,000
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $205,181 - $226,396
4,582 New
4,582 $221,000
Q2 2022

Aug 08, 2022
SELL
$43.35 - $54.51 $196,548 - $247,148
-4,534 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$49.51 - $57.27 $224,478 - $259,662
4,534 New
4,534 $244,000
Q3 2021

Nov 03, 2021
SELL
$51.52 - $54.94 $396,910 - $423,257
-7,704 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
$48.62 - $52.01 $230,799 - $246,891
4,747 Added 160.53%
7,704 $542,000
Q1 2021

Apr 19, 2021
SELL
$44.9 - $48.34 $55,361 - $59,603
-1,233 Reduced 29.43%
2,957 $284,000
Q4 2020

Jan 25, 2021
BUY
$39.35 - $45.48 $164,876 - $190,561
4,190 New
4,190 $391,000
Q3 2020

Nov 10, 2020
SELL
$37.26 - $43.03 $239,283 - $276,338
-6,422 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $687,287 - $910,743
-23,497 Reduced 78.54%
6,422 $476,000
Q1 2020

Apr 30, 2020
BUY
$26.61 - $40.52 $112,959 - $172,007
4,245 Added 16.53%
29,919 $1.83 Million
Q4 2019

Feb 26, 2020
BUY
$34.42 - $38.54 $58,238 - $65,209
1,692 Added 7.06%
25,674 $1.97 Million
Q3 2019

Nov 12, 2019
BUY
$35.28 - $36.01 $113,672 - $116,024
3,222 Added 15.52%
23,982 $1.72 Million
Q2 2019

Aug 02, 2019
BUY
N/A
20,760 New
20,760 $1.46 Million

Others Institutions Holding SCHX

# of Institutions
1,497
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
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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