Keystone Wealth Services, LLC Schwab Strategic Tr Us Large C Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 11,602 shares of SCHX stock, worth $269,166. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,602
Previous 11,571 0.27%
Holding current value
$269,166
Previous $743,000 5.92%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Oct 15, 2024
BUY
$61.11 - $67.85 $1,894 - $2,103
31 Added 0.27%
11,602 $787,000
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $2,817 - $3,109
48 Added 0.42%
11,571 $743,000
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $4,155 - $4,656
-75 Reduced 0.65%
11,523 $715,000
Q4 2023

Jan 17, 2024
SELL
$48.47 - $56.6 $8,724 - $10,188
-180 Reduced 1.53%
11,598 $654,000
Q3 2023

Oct 05, 2023
SELL
$50.36 - $54.21 $24,223 - $26,075
-481 Reduced 3.92%
11,778 $595,000
Q2 2023

Jul 20, 2023
SELL
$47.67 - $52.37 $3,622 - $3,980
-76 Reduced 0.62%
12,259 $642,000
Q1 2023

Apr 07, 2023
SELL
$44.78 - $49.41 $28,838 - $31,820
-644 Reduced 4.96%
12,335 $596,000
Q4 2022

Feb 09, 2023
BUY
$42.25 - $48.16 $929 - $1,059
22 Added 0.17%
12,979 $586,000
Q3 2022

Oct 31, 2022
SELL
$42.35 - $51.01 $6,945 - $8,365
-164 Reduced 1.25%
12,957 $549,000
Q2 2022

Jul 13, 2022
SELL
$43.35 - $54.51 $431,332 - $542,374
-9,950 Reduced 43.13%
13,121 $586,000
Q1 2022

Apr 21, 2022
BUY
$49.51 - $57.27 $526,687 - $609,238
10,638 Added 85.56%
23,071 $1.24 Million
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $645,272 - $712,286
12,433 New
12,433 $1.42 Million

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
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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