Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History

Long View Wealth Management

$328 Billion
Q4 2024

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Long View Wealth Management holds 393,589 shares of SCHX stock, worth $9.25 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

393,589

Previous 127,667 208.29%

Holding current value

$9.25 Million

Previous $8.66 Billion 5.32%

% of portfolio

2.78%

Previous 2.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $5.96 Million - $18.2 Million	265,922 Added 208.29%	393,589 $9.12 Billion
Q3 2024 Oct 09, 2024	BUY	$61.11 - $67.85 $1.34 Million - $1.48 Million	21,877 Added 20.68%	127,667 $8.66 Billion
Q2 2024 Jul 22, 2024	BUY	$58.7 - $64.78 $890,126 - $982,323	15,164 Added 16.73%	105,790 $6.8 Billion
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $642,645 - $720,003	11,598 Added 14.68%	90,626 $5.62 Billion
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $3.83 Million - $4.47 Million	79,028 New	79,028 $4.44 Billion

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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 Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Account

Long View Wealth Management Schwab Strategic Tr Us Large C Transaction History