Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Large C Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 11,698 shares of SCHX stock, worth $273,733. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,698

Previous 11,723 0.21%

Holding current value

$273,733

Previous $753,000 5.31%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $1,527 - $1,696	-25 Reduced 0.21%	11,698 $793,000
Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $4,285 - $4,728	73 Added 0.63%	11,723 $753,000
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $445,939 - $499,619	8,048 Added 223.43%	11,650 $722,000
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $174,588 - $203,873	3,602 New	3,602 $203,000
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $14,635 - $16,155	-282 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $14,528 - $15,493	282 New	282 $29,000

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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Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Large C Transaction History