Colonial River Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Colonial River Wealth Management, LLC

  • $205 Million
  • Q4 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 9,884 shares of SCHX stock, worth $234,745. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,884
Previous 3,004 229.03%
Holding current value
$234,745
Previous $203,000 12.81%
% of portfolio
0.11%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$22.4 - $68.28 $154,112 - $469,766
6,880 Added 229.03%
9,884 $229,000
Q3 2024

Nov 04, 2024
BUY
$61.11 - $67.85 $183,574 - $203,821
3,004 New
3,004 $203,000

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
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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