Horst & Graben Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Horst & Graben Wealth Management LLC

  • $479 Million
  • Q1 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 7,797 shares of SCHX stock, worth $505,635. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,797
Previous 7,788 0.12%
Holding current value
$505,635
Previous $439,000 10.02%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 22, 2024
BUY
$55.41 - $62.08 $498 - $558
9 Added 0.12%
7,797 $483,000
Q4 2023

Jan 29, 2024
SELL
$48.47 - $56.6 $18,951 - $22,130
-391 Reduced 4.78%
7,788 $439,000
Q2 2023

Jul 25, 2023
SELL
$47.67 - $52.37 $9,486 - $10,421
-199 Reduced 2.38%
8,179 $428,000
Q1 2023

Apr 28, 2023
BUY
$44.78 - $49.41 $985 - $1,087
22 Added 0.26%
8,378 $405,000
Q4 2022

Jan 24, 2023
BUY
$44.01 - $48.16 $21,784 - $23,839
495 Added 6.3%
8,356 $0
Q3 2022

Oct 24, 2022
BUY
N/A
727 Added 10.19%
7,861 $333,000
Q2 2022

Aug 01, 2022
BUY
N/A
1,419 Added 24.83%
7,134 $319,000
Q1 2022

Apr 27, 2022
BUY
N/A
2,857 Added 99.97%
5,715 $308,000
Q4 2021

Jan 20, 2022
BUY
N/A
10 Added 0.35%
2,858 $325,000
Q3 2021

Nov 02, 2021
SELL
N/A
-527 Reduced 15.61%
2,848 $296,000
Q2 2021

Jul 20, 2021
BUY
N/A
545 Added 19.26%
3,375 $351,000
Q1 2021

Apr 20, 2021
SELL
N/A
-64 Reduced 2.21%
2,830 $272,000
Q4 2020

Jan 12, 2021
BUY
N/A
9 Added 0.31%
2,894 $263,000
Q3 2020

Oct 13, 2020
SELL
N/A
-52 Reduced 1.77%
2,885 $233,000
Q2 2020

Jul 29, 2020
BUY
N/A
2,937 New
2,937 $218,000

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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