Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,570 shares of SCHX stock, worth $436,313. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,570
Previous 6,570 -0.0%
Holding current value
$436,313
Previous $407,000 3.69%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$55.41 - $62.08 $64,386 - $72,136
-1,162 Reduced 15.03%
6,570 $407,000
Q4 2023

Jan 17, 2024
SELL
$48.47 - $56.6 $1,793 - $2,094
-37 Reduced 0.48%
7,732 $436,000
Q4 2022

Jan 12, 2023
BUY
$42.25 - $48.16 $8,112 - $9,246
192 Added 2.53%
7,769 $0
Q3 2022

Oct 25, 2022
BUY
$42.35 - $51.01 $320,885 - $386,502
7,577 New
7,577 $321,000
Q2 2022

Jul 25, 2022
SELL
$43.35 - $54.51 $175,567 - $220,765
-4,050 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$49.51 - $57.27 $75,898 - $87,794
1,533 Added 60.91%
4,050 $218,000
Q3 2021

Oct 12, 2021
SELL
$51.52 - $54.94 $1,700 - $1,813
-33 Reduced 1.29%
2,517 $262,000
Q1 2021

Apr 19, 2021
SELL
$44.9 - $48.34 $7,139 - $7,686
-159 Reduced 5.87%
2,550 $245,000
Q4 2020

Jan 26, 2021
SELL
$39.35 - $45.48 $5,941 - $6,867
-151 Reduced 5.28%
2,709 $246,000
Q2 2020

Aug 05, 2020
BUY
$29.25 - $38.76 $83,655 - $110,853
2,860 New
2,860 $212,000
Q1 2020

May 04, 2020
SELL
$26.61 - $40.52 $140,181 - $213,459
-5,268 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$34.42 - $38.54 $181,324 - $203,028
5,268 New
5,268 $405,000

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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