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

Horst & Graben Wealth Management LLC

  • $526 Million
  • Q1 2025

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 33,846 shares of SCHX stock, worth $790,642. This represents 0.14% of its overall portfolio holdings.

Number of Shares
33,846
Previous 33,851 0.01%
Holding current value
$790,642
Previous $784,000 4.72%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Apr 29, 2025
SELL
$21.75 - $24.28 $108 - $121
-5 Reduced 0.01%
33,846 $747,000
Q4 2024

Jan 24, 2025
BUY
$22.4 - $68.28 $505,478 - $1.54 Million
22,566 Added 199.96%
33,851 $784,000
Q2 2024

Jul 23, 2024
BUY
$58.7 - $64.78 $204,745 - $225,952
3,488 Added 44.74%
11,285 $725,000
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
$42.25 - $48.16 $20,913 - $23,839
495 Added 6.3%
8,356 $0
Q3 2022

Oct 24, 2022
BUY
$42.35 - $51.01 $30,788 - $37,084
727 Added 10.19%
7,861 $333,000
Q2 2022

Aug 01, 2022
BUY
$43.35 - $54.51 $61,513 - $77,349
1,419 Added 24.83%
7,134 $319,000
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $141,450 - $163,620
2,857 Added 99.97%
5,715 $308,000
Q4 2021

Jan 20, 2022
BUY
$51.9 - $57.29 $519 - $572
10 Added 0.35%
2,858 $325,000
Q3 2021

Nov 02, 2021
SELL
$51.52 - $54.94 $27,151 - $28,953
-527 Reduced 15.61%
2,848 $296,000
Q2 2021

Jul 20, 2021
BUY
$48.62 - $52.01 $26,497 - $28,345
545 Added 19.26%
3,375 $351,000
Q1 2021

Apr 20, 2021
SELL
$44.9 - $48.34 $2,873 - $3,093
-64 Reduced 2.21%
2,830 $272,000
Q4 2020

Jan 12, 2021
BUY
$39.35 - $45.48 $354 - $409
9 Added 0.31%
2,894 $263,000
Q3 2020

Oct 13, 2020
SELL
$37.26 - $43.03 $1,937 - $2,237
-52 Reduced 1.77%
2,885 $233,000
Q2 2020

Jul 29, 2020
BUY
$29.25 - $38.76 $85,907 - $113,838
2,937 New
2,937 $218,000

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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