Great Waters Wealth Management Schwab Strategic Tr Us Large C Transaction History

Great Waters Wealth Management

  • $779 Billion
  • Q4 2024

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 8,780 shares of SCHX stock, worth $211,861. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,780
Previous 2,979 194.73%
Holding current value
$211,861
Previous $202 Million 0.69%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 16, 2025
BUY
$22.4 - $68.28 $129,942 - $396,092
5,801 Added 194.73%
8,780 $204 Million
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

# of Institutions
1,363
Shares Held
448M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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