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 3,483 shares of SCHX stock, worth $226,186. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,483
Previous 3,483 -0.0%
Holding current value
$226,186
Previous $216 Million 3.52%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $52,063 - $56,973
1,183 New
1,183 $53.4 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.