Domani Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Domani Wealth, LLC holds 306,154 shares of SCHX stock, worth $20.8 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

306,154

Previous 307,389 0.4%

Holding current value

$20.8 Million

Previous $13.9 Million 6.7%

% of portfolio

3.44%

Previous 3.47%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$44.78 - $49.41 $55,303 - $61,021	-1,235 Reduced 0.4%	306,154 $14.8 Million
Q4 2022 Jan 20, 2023	BUY	$42.25 - $48.16 $42 - $48	1 Added 0.0%	307,389 $0
Q3 2022 Oct 18, 2022	SELL	$42.35 - $51.01 $3,684 - $4,437	-87 Reduced 0.03%	307,388 $13 Million
Q2 2022 Jul 13, 2022	SELL	$43.35 - $54.51 $83,968 - $105,585	-1,937 Reduced 0.63%	307,475 $13.7 Million
Q1 2022 Apr 15, 2022	BUY	$49.51 - $57.27 $7.64 Million - $8.84 Million	154,302 Added 99.48%	309,412 $16.7 Million
Q4 2021 Jan 18, 2022	SELL	$51.9 - $57.29 $26,365 - $29,103	-508 Reduced 0.33%	155,110 $17.7 Million
Q3 2021 Oct 20, 2021	SELL	$51.52 - $54.94 $87,738 - $93,562	-1,703 Reduced 1.08%	155,618 $16.2 Million
Q2 2021 Jul 22, 2021	SELL	$48.62 - $52.01 $28,880 - $30,893	-594 Reduced 0.38%	157,321 $16.4 Million
Q1 2021 Apr 12, 2021	BUY	$44.9 - $48.34 $2,200 - $2,368	49 Added 0.03%	157,915 $15.2 Million
Q4 2020 Jan 21, 2021	BUY	$39.35 - $45.48 $14,480 - $16,736	368 Added 0.23%	157,866 $14.4 Million
Q3 2020 Oct 13, 2020	BUY	$37.26 - $43.03 $63,975 - $73,882	1,717 Added 1.1%	157,498 $12.7 Million
Q2 2020 Jul 24, 2020	BUY	$29.25 - $38.76 $9,067 - $12,015	310 Added 0.2%	155,781 $11.5 Million
Q1 2020 Apr 10, 2020	BUY	$26.61 - $40.52 $472,247 - $719,108	17,747 Added 12.89%	155,471 $9.52 Million
Q4 2019 Jan 27, 2020	SELL	$34.42 - $38.54 $550 - $616	-16 Reduced 0.01%	137,724 $10.6 Million
Q3 2019 Oct 11, 2019	BUY	$35.28 - $36.01 $1,517 - $1,548	43 Added 0.03%	137,740 $9.77 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-173 Reduced 0.13%	137,697 $9.67 Million
Q1 2019 Apr 24, 2019	BUY	N/A	1,265 Added 0.93%	137,870 $9.32 Million
Q4 2018 Jan 25, 2019	BUY	N/A	136,605 New	136,605 $8.16 Million

Others Institutions Holding SCHX

# of Institutions

1,317

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Domani Wealth, LLC Schwab Strategic Tr Us Large C Transaction History