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

Litman Gregory Wealth Management LLC

$1.19 Billion
Q3 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 $107,045. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,618

Previous 4,618 -0.0%

Holding current value

$107,045

Previous $296,000 5.74%

% 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

1,354

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

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