Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History

Global Wealth Strategies & Associates

$330 Billion
Q1 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 10,558 shares of SCHX stock, worth $246,001. This represents 0.07% of its overall portfolio holdings.

Number of Shares

10,558

Previous 10,449 1.04%

Holding current value

$246,001

Previous $242 Million 3.75%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$21.75 - $24.28 $2,370 - $2,646	109 Added 1.04%	10,558 $233 Million
Q4 2024 Jan 02, 2025	BUY	$22.4 - $68.28 $156,038 - $475,638	6,966 Added 200.0%	10,449 $242 Million
Q1 2024 Apr 01, 2024	SELL	$55.41 - $62.08 $55 - $62	-1 Reduced 0.03%	3,483 $216 Million
Q3 2023 Oct 20, 2023	SELL	$50.36 - $54.21 $6,345 - $6,830	-126 Reduced 3.49%	3,484 $176 Million
Q2 2023 Jul 05, 2023	BUY	$47.67 - $52.37 $114,741 - $126,054	2,407 Added 200.08%	3,610 $189 Million
Q1 2023 Apr 03, 2023	BUY	$44.78 - $49.41 $895 - $988	20 Added 1.69%	1,203 $58.2 Million
Q4 2022 Jan 17, 2023	BUY	$42.25 - $48.16 $49,981 - $56,973	1,183 New	1,183 $53.4 Million

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Global Wealth Strategies & Associates Schwab Strategic Tr Us Large C Transaction History