High Net Worth Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 10,466 shares of SCHX stock, worth $227,740. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,466
Previous 8,727 19.93%
Holding current value
$227,740
Previous $202,000 13.37%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$21.75 - $24.28 $37,823 - $42,222
1,739 Added 19.93%
10,466 $229,000
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $195,484 - $595,879
8,727 New
8,727 $202,000

Others Institutions Holding SCHX

# of Institutions
1,480
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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