Chesapeake Wealth Management Schwab Strategic Tr Us Large C Transaction History

Chesapeake Wealth Management

  • $291 Million
  • Q3 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 10,620 shares of SCHX stock, worth $253,711. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,620
Previous 8,970 18.39%
Holding current value
$253,711
Previous $576,000 25.0%
% of portfolio
0.25%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$61.11 - $67.85 $100,831 - $111,952
1,650 Added 18.39%
10,620 $720,000
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
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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