Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fsm Wealth Advisors, LLC

$377 Million
Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 13,767 shares of SCHX stock, worth $319,394. This represents 0.25% of its overall portfolio holdings.

Number of Shares

13,767

Previous 13,758 0.07%

Holding current value

$319,394

Previous $883,000 5.78%

% of portfolio

0.25%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$61.11 - $67.85 $549 - $610	9 Added 0.07%	13,767 $934,000
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $49,093 - $55,002	-886 Reduced 6.05%	13,758 $853,000
Q4 2023 May 14, 2024	BUY	$48.47 - $56.6 $3,683 - $4,301	76 Added 0.52%	14,644 $825,000
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $3,676 - $3,957	-73 Reduced 0.5%	14,568 $737,000
Q2 2023 Jul 12, 2023	BUY	$47.67 - $52.37 $90,906 - $99,869	1,907 Added 14.98%	14,641 $766,000
Q1 2023 Apr 24, 2023	BUY	$44.78 - $49.41 $13,344 - $14,724	298 Added 2.4%	12,734 $615,000
Q4 2022 Jan 19, 2023	BUY	$42.25 - $48.16 $549 - $626	13 Added 0.1%	12,436 $0
Q3 2022 Oct 24, 2022	BUY	$42.35 - $51.01 $27,400 - $33,003	647 Added 5.49%	12,423 $526,000
Q2 2022 Aug 12, 2022	BUY	$43.35 - $54.51 $510,489 - $641,909	11,776 New	11,776 $577,000

Others Institutions Holding SCHX

# of Institutions

1,350

Shares Held

348M

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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History