Fwl Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Fwl Investment Management, LLC

  • $260 Million
  • Q3 2024

A detailed history of Fwl Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fwl Investment Management, LLC holds 2,940 shares of SCHX stock, worth $68,796. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,940
Previous 3,040 3.29%
Holding current value
$68,796
Previous $195,000 2.05%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Nov 14, 2024
SELL
$61.11 - $67.85 $6,111 - $6,784
-100 Reduced 3.29%
2,940 $199,000
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $19,242 - $22,470
-397 Reduced 11.55%
3,040 $171,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $173,087 - $186,319
3,437 New
3,437 $173,000
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $176,816 - $201,549
4,185 New
4,185 $188,000

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

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