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
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
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 Dakota Wealth Management Portfolio

Follow Dakota Wealth Management 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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email