Divergent Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Divergent Wealth Advisors

  • $546 Million
  • Q3 2024

A detailed history of Divergent Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Divergent Wealth Advisors holds 3,651 shares of SCHX stock, worth $85,835. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,651
Previous 3,629 0.61%
Holding current value
$85,835
Previous $233,000 6.01%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024
BUY
$61.11 - $67.85 $1,344 - $1,492
22 Added 0.61%
3,651 $247,000
Q1 2024

May 10, 2024
BUY
$55.41 - $62.08 $664 - $744
12 Added 0.33%
3,629 $225,000
Q4 2023

Feb 09, 2024
SELL
$48.47 - $56.6 $21,181 - $24,734
-437 Reduced 10.78%
3,617 $203,000
Q3 2023

Oct 31, 2023
BUY
$50.36 - $54.21 $755 - $813
15 Added 0.37%
4,054 $205,000
Q2 2023

Jul 07, 2023
BUY
$47.67 - $52.37 $192,539 - $211,522
4,039 New
4,039 $211,000

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 Divergent Wealth Advisors Portfolio

Follow Divergent Wealth Advisors 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 Divergent Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Divergent Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email