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

Fin Dec Wealth Services, Inc.

$101 Billion
Q1 2025

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 24,388 shares of SCHX stock, worth $568,240. This represents 0.53% of its overall portfolio holdings.

Number of Shares

24,388

Previous 60,390 59.62%

Holding current value

$568,240

Previous $1.4 Billion 61.53%

% of portfolio

0.53%

Previous 0.97%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $783,043 - $874,128	-36,002 Reduced 59.62%	24,388 $538 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $625,206 - $1.91 Million	27,911 Added 85.94%	60,390 $1.4 Billion
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $183 - $203	-3 Reduced 0.01%	32,479 $2.2 Billion
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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