Gray Wealth Management Inc. Schwab Strategic Tr Us Large C Transaction History

Gray Wealth Management Inc.

  • $261 Million
  • Q4 2024

A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gray Wealth Management Inc. holds 18,771 shares of SCHX stock, worth $420,094. This represents 0.17% of its overall portfolio holdings.

Number of Shares
18,771
Previous 6,128 206.32%
Holding current value
$420,094
Previous $415,000 4.82%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $283,203 - $863,264
12,643 Added 206.32%
18,771 $435,000
Q3 2024

Oct 23, 2024
SELL
$61.11 - $67.85 $12,222 - $13,569
-200 Reduced 3.16%
6,128 $415,000
Q2 2024

Aug 09, 2024
BUY
$58.7 - $64.78 $528 - $583
9 Added 0.14%
6,328 $406,000
Q4 2023

Jan 31, 2024
SELL
$48.47 - $56.6 $34,413 - $40,186
-710 Reduced 10.1%
6,319 $356,000
Q3 2023

Oct 27, 2023
SELL
$50.36 - $54.21 $4,633 - $4,987
-92 Reduced 1.29%
7,029 $355,000
Q4 2022

Feb 13, 2023
SELL
$42.25 - $48.16 $59,488 - $67,809
-1,408 Reduced 16.51%
7,121 $321,000
Q3 2022

Jan 03, 2023
SELL
$42.35 - $51.01 $1,524 - $1,836
-36 Reduced 0.42%
8,529 $361,000
Q2 2022

Jan 03, 2023
BUY
$43.35 - $54.51 $997 - $1,253
23 Added 0.27%
8,565 $383,000
Q1 2022

Jan 03, 2023
BUY
$49.51 - $57.27 $194,623 - $225,128
3,931 Added 85.25%
8,542 $460,000
Q3 2021

Jan 03, 2023
BUY
$51.52 - $54.94 $4,533 - $4,834
88 Added 1.95%
4,611 $480,000
Q1 2021

Jan 03, 2023
BUY
$44.9 - $48.34 $203,082 - $218,641
4,523 New
4,523 $434,000
Q1 2020

Jan 13, 2023
SELL
$26.61 - $40.52 $102,608 - $156,245
-3,856 Reduced 45.21%
4,673 $288,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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