Elmwood Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 42,411 shares of SCHX stock, worth $2.72 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

42,411

Previous 15,993 165.18%

Holding current value

$2.72 Million

Previous $902,000 191.8%

% of portfolio

1.2%

Previous 0.65%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $1.46 Million - $1.64 Million	26,418 Added 165.18%	42,411 $2.63 Million
Q4 2023 Jan 30, 2024	SELL	$48.47 - $56.6 $1.09 Million - $1.27 Million	-22,390 Reduced 58.33%	15,993 $902,000
Q3 2023 Nov 15, 2023	SELL	$50.36 - $54.21 $35,453 - $38,163	-704 Reduced 1.8%	38,383 $1.94 Million
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $200,690 - $220,477	-4,210 Reduced 9.72%	39,087 $2.05 Million
Q1 2023 Apr 28, 2023	SELL	$44.78 - $49.41 $190,538 - $210,239	-4,255 Reduced 8.95%	43,297 $2.09 Million

Q4 2022 Jan 25, 2023	SELL	$44.01 - $48.16 $82,914 - $90,733	-1,884 Reduced 3.81%	47,552 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-2,525 Reduced 4.86%	49,436 $2.09 Million
Q2 2022 Jul 12, 2022	SELL	N/A	-594 Reduced 1.13%	51,961 $2.32 Million
Q1 2022 May 16, 2022	BUY	N/A	25,261 Added 92.55%	52,555 $2.83 Million
Q4 2021 Feb 08, 2022	SELL	N/A	-530 Reduced 1.9%	27,294 $3.11 Million
Q2 2021 Aug 13, 2021	BUY	N/A	215 Added 0.78%	27,824 $2.89 Million
Q1 2021 May 13, 2021	SELL	N/A	-1,119 Reduced 3.9%	27,609 $0
Q2 2020 Aug 13, 2020	SELL	N/A	-17,150 Reduced 37.38%	28,728 $2.13 Million
Q1 2020 May 12, 2020	BUY	N/A	13,084 Added 39.9%	45,878 $0
Q4 2019 Feb 05, 2020	BUY	N/A	21 Added 0.06%	32,794 $2.52 Million
Q3 2019 Nov 13, 2019	SELL	N/A	-475 Reduced 1.43%	32,773 $2.33 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,246 Reduced 3.61%	33,248 $2.33 Million
Q1 2019 May 22, 2019	SELL	N/A	-14,753 Reduced 29.96%	34,494 $2.33 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,324 Added 7.24%	49,247 $0
Q3 2018 Oct 11, 2018	BUY	N/A	709 Added 1.57%	45,923 $3.19 Billion
Q2 2018 Aug 22, 2018	SELL	N/A	-664 Reduced 1.45%	45,214 $2.94 Billion
Q1 2018 May 10, 2018	BUY	N/A	45,878 New	45,878 $2.89 Billion

Others Institutions Holding SCHX

# of Institutions

1,257

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Elmwood Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History