Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Loveless Wealth Management LLC

$153 Million
Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Loveless Wealth Management LLC holds 20,614 shares of SCHX stock, worth $452,683. This represents 0.6% of its overall portfolio holdings.

Number of Shares

20,614

Previous 20,096 2.58%

Holding current value

$452,683

Previous $1.08 Million 14.88%

% of portfolio

0.6%

Previous 0.61%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$43.35 - $54.51 $22,455 - $28,236	518 Added 2.58%	20,614 $921,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $535,450 - $619,375	10,815 Added 116.53%	20,096 $1.08 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $49,097 - $54,196	946 Added 11.35%	9,281 $1.06 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $42,091 - $44,885	817 Added 10.87%	8,335 $867,000
Q2 2021 Jul 28, 2021	BUY	$48.62 - $52.01 $43,028 - $46,028	885 Added 13.34%	7,518 $782,000
Q1 2021 May 03, 2021	BUY	$44.9 - $48.34 $47,683 - $51,337	1,062 Added 19.06%	6,633 $637,000
Q4 2020 Jan 27, 2021	BUY	$39.35 - $45.48 $71,813 - $83,001	1,825 Added 48.72%	5,571 $507,000
Q3 2020 Oct 14, 2020	BUY	$37.26 - $43.03 $2,757 - $3,184	74 Added 2.02%	3,746 $302,000
Q2 2020 Aug 10, 2020	BUY	$29.25 - $38.76 $5,352 - $7,093	183 Added 5.25%	3,672 $272,000
Q1 2020 Apr 20, 2020	BUY	$26.61 - $40.52 $212 - $324	8 Added 0.23%	3,489 $214,000
Q4 2019 Jan 23, 2020	BUY	$34.42 - $38.54 $119,816 - $134,157	3,481 New	3,481 $268,000

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.08B

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

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Account

Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History