Chesapeake Wealth Management Schwab Strategic Tr Us Large C Transaction History

Chesapeake Wealth Management

  • $273 Million
  • Q1 2024

A detailed history of Chesapeake Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Chesapeake Wealth Management holds 8,970 shares of SCHX stock, worth $588,073. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,970
Previous 5,660 58.48%
Holding current value
$588,073
Previous $319,000 74.29%
% of portfolio
0.2%
Previous 0.12%

Shares

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

May 07, 2024
BUY
$55.41 - $62.08 $183,407 - $205,484
3,310 Added 58.48%
8,970 $556,000
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $38,776 - $45,280
800 Added 16.46%
5,660 $319,000
Q3 2023

Nov 16, 2023
SELL
$50.36 - $54.21 $18,633 - $20,057
-370 Reduced 7.07%
4,860 $245,000
Q2 2023

Aug 01, 2023
BUY
$47.67 - $52.37 $249,314 - $273,895
5,230 New
5,230 $273,000

Others Institutions Holding SCHX

# of Institutions
1,261
Shares Held
426M
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
Track This Portfolio

Track Chesapeake Wealth Management Portfolio

Follow Chesapeake Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chesapeake Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Chesapeake Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email