Flagship Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Flagship Private Wealth, LLC

$233 Million
Q2 2025

A detailed history of Flagship Private Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 17,021 shares of SCHX stock, worth $453,779. This represents 0.18% of its overall portfolio holdings.

Number of Shares

17,021

Previous 17,021 -0.0%

Holding current value

$453,779

Previous $415,000 -0.0%

% of portfolio

0.18%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $254,172 - $774,773	11,347 Added 199.98%	17,021 $394,000
Q2 2024 Jul 22, 2024	SELL	$58.7 - $64.78 $25,710 - $28,373	-438 Reduced 7.17%	5,674 $364,000
Q1 2024 Apr 30, 2024	SELL	$55.41 - $62.08 $39,618 - $44,387	-715 Reduced 10.47%	6,112 $379,000
Q1 2022 Apr 21, 2022	BUY	$49.51 - $57.27 $169,027 - $195,519	3,414 Added 100.03%	6,827 $368,000
Q4 2021 Feb 09, 2022	SELL	$51.9 - $57.29 $13,286 - $14,666	-256 Reduced 6.98%	3,413 $389,000
Q2 2021 Jul 09, 2021	SELL	$48.62 - $52.01 $18.6 Million - $19.9 Million	-383,224 Reduced 99.05%	3,669 $387 Million
Q2 2021 Jul 09, 2021	BUY	$48.62 - $52.01 $18.6 Million - $19.9 Million	383,224 Added 10444.92%	386,893 $0
Q4 2020 Feb 02, 2021	BUY	$39.35 - $45.48 $144,375 - $166,866	3,669 New	3,669 $0

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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 Flagship Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Private Wealth, LLC with notifications on news.

Account

Flagship Private Wealth, LLC Schwab Strategic Tr Us Large C Transaction History