A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Congress Wealth Management LLC holds 452,562 shares of SCHX stock, worth $10.8 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
452,562
Previous 459,845 1.58%
Holding current value
$10.8 Million
Previous $29.5 Million 3.93%
% of portfolio
0.43%
Previous 0.48%

Shares

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

Nov 12, 2024

SELL
$61.11 - $67.85 $445,064 - $494,151
-7,283 Reduced 1.58%
452,562 $30.7 Million
Q2 2024

Aug 13, 2024

SELL
$58.7 - $64.78 $945,304 - $1.04 Million
-16,104 Reduced 3.38%
459,845 $29.5 Million
Q1 2024

Apr 18, 2024

SELL
$55.41 - $62.08 $303,369 - $339,888
-5,475 Reduced 1.14%
475,949 $29.5 Million
Q4 2023

Feb 09, 2024

SELL
$48.47 - $56.6 $288,590 - $336,996
-5,954 Reduced 1.22%
481,424 $27.2 Million
Q3 2023

Oct 30, 2023

SELL
$50.36 - $54.21 $4.31 Million - $4.64 Million
-85,541 Reduced 14.93%
487,378 $24.7 Million
Q2 2023

Jul 13, 2023

SELL
$47.67 - $52.37 $1.48 Million - $1.63 Million
-31,051 Reduced 5.14%
572,919 $30 Million
Q1 2023

Apr 14, 2023

BUY
$44.78 - $49.41 $943,425 - $1.04 Million
21,068 Added 3.61%
603,970 $29.2 Million
Q4 2022

Feb 02, 2023

SELL
$42.25 - $48.16 $1 Million - $1.14 Million
-23,724 Reduced 3.91%
582,902 $26.3 Million
Q3 2022

Nov 08, 2022

BUY
$42.35 - $51.01 $236,948 - $285,400
5,595 Added 0.93%
606,626 $25.7 Million
Q2 2022

Aug 11, 2022

BUY
$43.35 - $54.51 $1.74 Million - $2.18 Million
40,054 Added 7.14%
601,031 $26.8 Million
Q1 2022

May 16, 2022

BUY
$49.51 - $57.27 $8.88 Million - $10.3 Million
179,380 Added 47.01%
560,977 $30.2 Million
Q4 2021

Feb 04, 2022

BUY
$51.9 - $57.29 $19.8 Million - $21.9 Million
381,597 New
381,597 $43.4 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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