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

Future Financial Wealth Managment LLC

$135 Million
Q4 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 4,500 shares of SCHX stock, worth $106,695. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,500

Previous 3,240 38.89%

Holding current value

$106,695

Previous $219,000 52.51%

% of portfolio

0.08%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $28,224 - $86,032	1,260 Added 38.89%	4,500 $104,000
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

1,355

Shares Held

389M

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