Corepath Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History

Corepath Wealth Partners LLC

  • $103 Million
  • Q4 2024

A detailed history of Corepath Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 9,375 shares of SCHX stock, worth $220,406. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,375
Previous 9,300 0.81%
Holding current value
$220,406
Previous $631,000 65.61%
% of portfolio
0.21%
Previous 0.61%

Shares

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

Jan 17, 2025
BUY
$22.4 - $68.28 $1,680 - $5,121
75 Added 0.81%
9,375 $217,000
Q3 2024

Oct 15, 2024
BUY
$61.11 - $67.85 $568,323 - $631,005
9,300 New
9,300 $631,000
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $4.22 Million - $4.88 Million
107,300 New
107,300 $9.76 Million

Others Institutions Holding SCHX

# of Institutions
1,472
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
Track This Portfolio

Track Corepath Wealth Partners LLC Portfolio

Follow Corepath Wealth Partners LLC 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 Corepath Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Corepath Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email