Gpwm LLC Schwab Strategic Tr Us Large C Transaction History

Gpwm LLC

$149 Million
Q1 2025

A detailed history of Gpwm LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gpwm LLC holds 295 shares of SCHX stock, worth $6,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares

295

Previous 366 19.4%

Holding current value

$6,964

Previous $8,000 25.0%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$21.75 - $24.28 $1,544 - $1,723	-71 Reduced 19.4%	295 $6,000
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $5,465 - $16,660	244 Added 200.0%	366 $8,000
Q3 2023 Oct 11, 2023	SELL	$50.36 - $54.21 $1,762 - $1,897	-35 Reduced 22.29%	122 $6,000
Q1 2023 Apr 11, 2023	SELL	$44.78 - $49.41 $19,703 - $21,740	-440 Reduced 73.7%	157 $7,000
Q4 2022 Jan 20, 2023	SELL	$42.25 - $48.16 $718 - $818	-17 Reduced 2.77%	597 $0
Q3 2022 Oct 11, 2022	SELL	$42.35 - $51.01 $2,498 - $3,009	-59 Reduced 8.77%	614 $26,000
Q2 2022 Jul 18, 2022	SELL	$43.35 - $54.51 $910 - $1,144	-21 Reduced 3.03%	673 $30,000
Q1 2022 Apr 07, 2022	BUY	$49.51 - $57.27 $16,239 - $18,784	328 Added 89.62%	694 $37,000
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $18,995 - $20,968	366 New	366 $42,000

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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