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

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,657 shares of SCHX stock, worth $108,973. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,657
Previous 4,655 0.04%
Holding current value
$108,973
Previous $299,000 5.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$61.11 - $67.85 $122 - $135
2 Added 0.04%
4,657 $315,000
Q2 2024

Aug 13, 2024
SELL
$58.7 - $64.78 $10,096 - $11,142
-172 Reduced 3.56%
4,655 $299,000
Q1 2024

May 01, 2024
BUY
$55.41 - $62.08 $9,585 - $10,739
173 Added 3.72%
4,827 $299,000
Q4 2023

Feb 06, 2024
BUY
$48.47 - $56.6 $96 - $113
2 Added 0.04%
4,654 $262,000
Q3 2023

Oct 19, 2023
BUY
$50.36 - $54.21 $234,274 - $252,184
4,652 New
4,652 $235,000

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
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