Gen Wealth Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

A detailed history of Gen Wealth Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 16,249 shares of SCHX stock, worth $380,226. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,249

Previous 16,253 0.02%

Holding current value

$380,226

Previous $1.04 Million 5.56%

% of portfolio

0.26%

Previous 0.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$61.11 - $67.85 $244 - $271	-4 Reduced 0.02%	16,249 $1.1 Million
Q2 2024 Jul 17, 2024	SELL	$58.7 - $64.78 $23,303 - $25,717	-397 Reduced 2.38%	16,253 $1.04 Million
Q1 2024 Apr 11, 2024	BUY	$55.41 - $62.08 $137,472 - $154,020	2,481 Added 17.51%	16,650 $1.03 Million
Q4 2023 Jan 11, 2024	SELL	$48.47 - $56.6 $3,538 - $4,131	-73 Reduced 0.51%	14,169 $799,000
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $74,129 - $79,797	-1,472 Reduced 9.37%	14,242 $720,000
Q2 2023 Jul 13, 2023	BUY	$47.67 - $52.37 $122,750 - $134,852	2,575 Added 19.6%	15,714 $822,000
Q1 2023 Apr 11, 2023	SELL	$44.78 - $49.41 $2,597 - $2,865	-58 Reduced 0.44%	13,139 $635,000
Q4 2022 Jan 19, 2023	BUY	$42.25 - $48.16 $14,618 - $16,663	346 Added 2.69%	13,197 $0
Q3 2022 Oct 14, 2022	SELL	$42.35 - $51.01 $76,272 - $91,869	-1,801 Reduced 12.29%	12,851 $544,000
Q1 2022 May 05, 2022	BUY	$49.51 - $57.27 $437,321 - $505,865	8,833 Added 151.8%	14,652 $789,000
Q2 2021 Jul 26, 2021	SELL	$48.62 - $52.01 $96,753 - $103,499	-1,990 Reduced 25.48%	5,819 $605,000
Q1 2021 Apr 26, 2021	SELL	$44.9 - $48.34 $27,703 - $29,825	-617 Reduced 7.32%	7,809 $749,000
Q4 2020 Jan 14, 2021	SELL	$39.35 - $45.48 $110,730 - $127,980	-2,814 Reduced 25.04%	8,426 $766,000
Q3 2020 Oct 19, 2020	SELL	$37.26 - $43.03 $43,482 - $50,216	-1,167 Reduced 9.41%	11,240 $924,000
Q2 2020 Jul 16, 2020	BUY	$29.25 - $38.76 $106,440 - $141,047	3,639 Added 41.5%	12,407 $924,000
Q4 2019 Jan 14, 2020	BUY	$34.42 - $38.54 $121,261 - $135,776	3,523 Added 67.17%	8,768 $673,000
Q3 2019 Oct 07, 2019	BUY	$35.28 - $36.01 $185,043 - $188,872	5,245 New	5,245 $372,000

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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Gen Wealth Group, Inc. Schwab Strategic Tr Us Large C Transaction History