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

Keystone Wealth Services, LLC

$340 Million
Q1 2025

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 34,900 shares of SCHX stock, worth $815,264. This represents 0.23% of its overall portfolio holdings.

Number of Shares

34,900

Previous 34,854 0.13%

Holding current value

$815,264

Previous $807,000 5.08%

% of portfolio

0.23%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$21.75 - $24.28 $1,000 - $1,116	46 Added 0.13%	34,900 $766,000
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $520,844 - $1.59 Million	23,252 Added 200.41%	34,854 $807,000
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

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Account

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