A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 2,827 shares of SCHX stock, worth $66,151. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,827
Previous 2,826 0.04%
Holding current value
$66,151
Previous $181,000 5.52%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$61.11 - $67.85 $61 - $67
1 Added 0.04%
2,827 $191,000
Q2 2024

Jul 16, 2024

BUY
$58.7 - $64.78 $10,859 - $11,984
185 Added 7.0%
2,826 $181,000
Q4 2023

Jan 12, 2024

BUY
$48.47 - $56.6 $48 - $56
1 Added 0.04%
2,641 $148,000
Q3 2023

Oct 25, 2023

BUY
$50.36 - $54.21 $50 - $54
1 Added 0.04%
2,640 $133,000
Q2 2023

Jul 17, 2023

BUY
$47.67 - $52.37 $95 - $104
2 Added 0.08%
2,639 $138,000
Q1 2023

Apr 17, 2023

BUY
$44.78 - $49.41 $118,084 - $130,294
2,637 New
2,637 $127,000
Q3 2022

Oct 17, 2022

BUY
$42.35 - $51.01 $84 - $102
2 Added 0.08%
2,619 $111,000
Q2 2022

Jul 19, 2022

BUY
$43.35 - $54.51 $14,088 - $17,715
325 Added 14.18%
2,617 $117,000
Q1 2022

Apr 20, 2022

BUY
$49.51 - $57.27 $58,768 - $67,979
1,187 Added 107.42%
2,292 $123,000
Q2 2021

Jul 19, 2021

BUY
$48.62 - $52.01 $53,238 - $56,950
1,095 Added 10950.0%
1,105 $115,000
Q1 2021

Apr 15, 2021

BUY
$44.9 - $48.34 $449 - $483
10 New
10 $0

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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

Track Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, LLC 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 Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.