Litman Gregory Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Litman Gregory Wealth Management LLC

$1.13 Billion
Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,618 shares of SCHX stock, worth $306,681. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,618

Previous 4,618 -0.0%

Holding current value

$306,681

Previous $286,000 3.5%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $40,947 - $45,877	-739 Reduced 13.8%	4,618 $286,000
Q2 2023 Aug 09, 2023	BUY	$47.67 - $52.37 $255,368 - $280,546	5,357 New	5,357 $280,000
Q2 2022 Jul 21, 2022	BUY	$43.35 - $54.51 $195,378 - $245,676	4,507 New	4,507 $201,000
Q1 2022 May 04, 2022	SELL	$49.51 - $57.27 $111,595 - $129,086	-2,254 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$51.9 - $57.29 $14,168 - $15,640	-273 Reduced 10.8%	2,254 $256,000
Q3 2021 Nov 03, 2021	BUY	$51.52 - $54.94 $116,641 - $124,384	2,264 Added 860.84%	2,527 $263,000
Q2 2021 Jul 27, 2021	SELL	$48.62 - $52.01 $105,505 - $112,861	-2,170 Reduced 89.19%	263 $263,000
Q1 2021 May 10, 2021	BUY	$44.9 - $48.34 $12,257 - $13,196	273 Added 12.64%	2,433 $234,000
Q1 2020 Apr 28, 2020	SELL	$26.61 - $40.52 $16,338 - $24,879	-614 Reduced 22.13%	2,160 $132,000
Q4 2019 Jan 30, 2020	BUY	$34.42 - $38.54 $95,481 - $106,909	2,774 New	2,774 $213,000

Others Institutions Holding SCHX

# of Institutions

1,313

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Litman Gregory Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History