Dakota Wealth Management Schwab Strategic Tr Us Large C Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dakota Wealth Management holds 59,009 shares of SCHX stock, worth $1.38 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
59,009
Previous 62,934 6.24%
Holding current value
$1.38 Million
Previous $4.04 Million 0.99%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 23, 2024
SELL
$61.11 - $67.85 $239,856 - $266,311
-3,925 Reduced 6.24%
59,009 $4 Million
Q2 2024

Jul 19, 2024
BUY
$58.7 - $64.78 $629,322 - $694,506
10,721 Added 20.53%
62,934 $4.04 Million
Q1 2024

Apr 24, 2024
BUY
$55.41 - $62.08 $121,735 - $136,389
2,197 Added 4.39%
52,213 $3.24 Million
Q4 2023

Jan 30, 2024
BUY
$48.47 - $56.6 $138,915 - $162,215
2,866 Added 6.08%
50,016 $2.82 Million
Q3 2023

Oct 23, 2023
BUY
$50.36 - $54.21 $284,685 - $306,449
5,653 Added 13.62%
47,150 $2.39 Million
Q2 2023

Jul 31, 2023
BUY
$47.67 - $52.37 $452,531 - $497,148
9,493 Added 29.66%
41,497 $2.17 Million
Q1 2023

Apr 14, 2023
SELL
$44.78 - $49.41 $102,053 - $112,605
-2,279 Reduced 6.65%
32,004 $1.55 Million
Q4 2022

Feb 07, 2023
BUY
$42.25 - $48.16 $118,426 - $134,992
2,803 Added 8.9%
34,283 $1.55 Million
Q3 2022

Nov 10, 2022
BUY
$42.35 - $51.01 $926,448 - $1.12 Million
21,876 Added 227.78%
31,480 $1.33 Million
Q2 2022

Aug 05, 2022
BUY
$43.35 - $54.51 $3,207 - $4,033
74 Added 0.78%
9,604 $429,000
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $471,830 - $545,783
9,530 New
9,530 $513,000

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

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