Falcon Wealth Planning Schwab Strategic Tr Us Large C Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Falcon Wealth Planning holds 11,613 shares of SCHX stock, worth $278,712. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,613
Previous 4,127 181.39%
Holding current value
$278,712
Previous $280,000 3.93%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $167,686 - $511,144
7,486 Added 181.39%
11,613 $269,000
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $6,416 - $7,124
105 Added 2.61%
4,127 $280,000
Q3 2023

Oct 05, 2023
BUY
$50.36 - $54.21 $202,547 - $218,032
4,022 New
4,022 $203,000

Others Institutions Holding SCHX

# of Institutions
1,425
Shares Held
867M
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 Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning 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 Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email