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

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 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 32,479 shares of SCHX stock, worth $775,598. This represents 1.28% of its overall portfolio holdings.

Number of Shares

32,479

Previous 32,482 0.01%

Holding current value

$775,598

Previous $2.09 Billion 5.59%

% of portfolio

1.28%

Previous 1.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,379

Shares Held

472M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

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