A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Waters Wealth Management holds 2,979 shares of SCHX stock, worth $70,453. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,979
Holding current value
$70,453
% of portfolio
0.03%

Shares

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

Oct 04, 2024

BUY
$61.11 - $67.85 $182,046 - $202,125
2,979 New
2,979 $202 Million
Q4 2023

Jan 19, 2024

BUY
$48.47 - $56.6 $187,045 - $218,419
3,859 New
3,859 $214 Million
Q2 2023

Jul 07, 2023

SELL
$47.67 - $52.37 $13,395 - $14,715
-281 Reduced 6.82%
3,842 $201 Million
Q1 2023

Apr 25, 2023

BUY
$44.78 - $49.41 $184,627 - $203,717
4,123 New
4,123 $200 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 Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management 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 Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.