Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Fin Dec Wealth Services, Inc.

$158 Billion
Q2 2024

A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 32,482 shares of SCHX stock, worth $2.2 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

32,482

Previous 33,182 2.11%

Holding current value

$2.2 Million

Previous $2.06 Billion 1.34%

% of portfolio

1.32%

Previous 1.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$58.7 - $64.78 $41,090 - $45,346	-700 Reduced 2.11%	32,482 $2.09 Billion
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $29,034 - $32,529	-524 Reduced 1.55%	33,182 $2.06 Billion
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $13,038 - $15,225	-269 Reduced 0.79%	33,706 $1.9 Billion
Q3 2023 Oct 19, 2023	SELL	$50.36 - $54.21 $130,583 - $140,566	-2,593 Reduced 7.09%	33,975 $1.72 Billion
Q2 2023 Jul 19, 2023	SELL	$47.67 - $52.37 $47 - $52	-1 Reduced -0.0%	36,568 $1.92 Billion
Q1 2023 May 10, 2023	SELL	$44.78 - $49.41 $78,499 - $86,615	-1,753 Reduced 4.57%	36,569 $1.77 Billion
Q4 2022 Jan 25, 2023	BUY	$42.25 - $48.16 $1.62 Million - $1.85 Million	38,322 New	38,322 $1.73 Billion

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

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Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History