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 $328,893. This represents 0.25% of its overall portfolio holdings.

Number of Shares

13,767

Previous 13,758 0.07%

Holding current value

$328,893

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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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