Engrave Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023

A detailed history of Engrave Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 116,851 shares of SCHX stock, worth $2.69 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
116,851
Previous 119,167 1.94%
Holding current value
$2.69 Million
Previous $6.03 Million 9.31%
% of portfolio
1.88%
Previous 1.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
SELL
$48.47 - $56.6 $112,256 - $131,085
-2,316 Reduced 1.94%
116,851 $6.59 Million
Q3 2023

Nov 01, 2023
SELL
$50.36 - $54.21 $54,237 - $58,384
-1,077 Reduced 0.9%
119,167 $6.03 Million
Q2 2023

Jul 06, 2023
SELL
$47.67 - $52.37 $69,359 - $76,198
-1,455 Reduced 1.2%
120,244 $6.3 Million
Q1 2023

Apr 26, 2023
SELL
$44.78 - $49.41 $32,017 - $35,328
-715 Reduced 0.58%
121,699 $5.89 Million
Q4 2022

Jan 20, 2023
BUY
$42.25 - $48.16 $5.17 Million - $5.9 Million
122,414 New
122,414 $0

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

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  • Ticker SCHX
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