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 $451,652. This represents 0.6% of its overall portfolio holdings.

Number of Shares
20,614
Previous 20,096 2.58%
Holding current value
$451,652
Previous $1.08 Million 14.88%
% of portfolio
0.6%
Previous 0.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,480
Shares Held
1.1B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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