Future Financial Wealth Managment LLC Schwab Strategic Tr Us Large C Transaction History

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,240 shares of SCHX stock, worth $75,816. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,240
Previous 3,245 0.15%
Holding current value
$75,816
Previous $208,000 5.29%
% of portfolio
0.16%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$61.11 - $67.85 $305 - $339
-5 Reduced 0.15%
3,240 $219,000
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $58 - $64
1 Added 0.03%
3,245 $208,000
Q1 2024

Apr 15, 2024
BUY
$55.41 - $62.08 $179,750 - $201,387
3,244 New
3,244 $201,000
Q1 2023

Apr 04, 2023
BUY
$44.78 - $49.41 $186,463 - $205,743
4,164 New
4,164 $201,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $107,288 - $124,104
2,167 Added 100.0%
4,334 $233,000
Q4 2021

Jan 07, 2022
SELL
$51.9 - $57.29 $1,349 - $1,489
-26 Reduced 1.19%
2,167 $248,000
Q2 2021

Aug 04, 2021
SELL
$48.62 - $52.01 $119,702 - $128,048
-2,462 Reduced 52.89%
2,193 $228,000
Q1 2021

May 05, 2021
SELL
$44.9 - $48.34 $9,878 - $10,634
-220 Reduced 4.51%
4,655 $447,000
Q4 2020

Feb 03, 2021
BUY
$39.35 - $45.48 $191,831 - $221,714
4,875 New
4,875 $443,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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