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 105,790 shares of SCHX stock, worth $6.87 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
105,790
Previous 90,626 16.73%
Holding current value
$6.87 Million
Previous $5.62 Billion 20.85%
% of portfolio
2.51%
Previous 2.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

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.