High Mark Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

A detailed history of High Mark Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, High Mark Wealth Management LLC holds 571 shares of SCHX stock, worth $13,361. This represents 0.02% of its overall portfolio holdings.

Number of Shares
571
Previous 568 0.53%
Holding current value
$13,361
Previous $36,000 5.56%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024
BUY
$61.11 - $67.85 $183 - $203
3 Added 0.53%
571 $38,000
Q1 2024

Apr 26, 2024
BUY
$55.41 - $62.08 $110 - $124
2 Added 0.35%
568 $35,000
Q4 2023

Jan 22, 2024
BUY
$48.47 - $56.6 $145 - $169
3 Added 0.53%
566 $31,000
Q3 2023

Oct 18, 2023
BUY
$50.36 - $54.21 $100 - $108
2 Added 0.36%
563 $28,000
Q2 2023

Jul 26, 2023
BUY
$47.67 - $52.37 $95 - $104
2 Added 0.36%
561 $29,000
Q1 2023

Apr 20, 2023
BUY
$44.78 - $49.41 $89 - $98
2 Added 0.36%
559 $27,000
Q4 2022

Feb 01, 2023
BUY
$42.25 - $48.16 $84 - $96
2 Added 0.36%
557 $25,000
Q3 2022

Oct 21, 2022
BUY
$42.35 - $51.01 $127 - $153
3 Added 0.54%
555 $23,000
Q2 2022

Jul 19, 2022
BUY
$43.35 - $54.51 $86 - $109
2 Added 0.36%
552 $25,000
Q1 2022

Apr 25, 2022
BUY
$49.51 - $57.27 $13,664 - $15,806
276 Added 100.73%
550 $30,000
Q4 2021

Jan 20, 2022
BUY
$51.9 - $57.29 $51 - $57
1 Added 0.37%
274 $31,000
Q3 2021

Nov 01, 2021
BUY
$51.52 - $54.94 $51 - $54
1 Added 0.37%
273 $28,000
Q2 2021

Aug 02, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.37%
272 $28,000
Q4 2020

Jan 27, 2021
BUY
$39.35 - $45.48 $39 - $45
1 Added 0.37%
271 $25,000
Q3 2020

Oct 26, 2020
BUY
$37.26 - $43.03 $74 - $86
2 Added 0.75%
270 $22,000
Q2 2020

Jul 22, 2020
BUY
$29.25 - $38.76 $29 - $38
1 Added 0.37%
268 $20,000
Q1 2020

Apr 30, 2020
BUY
$26.61 - $40.52 $53 - $81
2 Added 0.75%
267 $0
Q4 2019

Mar 19, 2020
BUY
$34.42 - $38.54 $9,121 - $10,213
265 New
265 $20,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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