Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 7,175 shares of SCHX stock, worth $166,460. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,175

Previous 7,676 6.53%

Holding current value

$166,460

Previous $493 Million 1.38%

% of portfolio

0.1%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$61.11 - $67.85 $30,616 - $33,992	-501 Reduced 6.53%	7,175 $486 Million
Q2 2024 Oct 09, 2024	SELL	$58.7 - $64.78 $348,736 - $384,857	-5,941 Reduced 43.63%	7,676 $493 Million
Q1 2024 Oct 09, 2024	SELL	$55.41 - $62.08 $6,482 - $7,263	-117 Reduced 0.85%	13,617 $845 Million
Q4 2023 Oct 09, 2024	SELL	$48.47 - $56.6 $145,264 - $169,630	-2,997 Reduced 17.91%	13,734 $775 Million
Q3 2023 Oct 09, 2024	BUY	$50.36 - $54.21 $302 - $325	6 Added 0.04%	16,731 $847 Million
Q2 2023 Oct 09, 2024	SELL	$47.67 - $52.37 $440,470 - $483,898	-9,240 Reduced 35.59%	16,725 $876 Million
Q1 2023 Oct 09, 2024	SELL	$44.78 - $49.41 $1.88 Million - $2.08 Million	-42,039 Reduced 61.82%	25,965 $1.26 Billion
Q4 2022 Oct 09, 2024	SELL	$42.25 - $48.16 $8.63 Million - $9.83 Million	-204,187 Reduced 75.02%	68,004 $3.07 Billion
Q3 2022 Oct 09, 2024	SELL	$42.35 - $51.01 $3.17 Million - $3.82 Million	-74,802 Reduced 21.56%	272,191 $11.5 Billion
Q2 2022 Oct 09, 2024	SELL	$43.35 - $54.51 $2.07 Million - $2.6 Million	-47,660 Reduced 12.08%	346,993 $15.5 Billion
Q1 2022 Oct 09, 2024	BUY	$49.51 - $57.27 $9.54 Million - $11 Million	192,785 Added 95.5%	394,653 $21.3 Billion
Q4 2021 Oct 09, 2024	SELL	$51.9 - $57.29 $319,029 - $352,161	-6,147 Reduced 2.96%	201,868 $23 Billion
Q3 2021 Oct 09, 2024	SELL	$51.52 - $54.94 $418,393 - $446,167	-8,121 Reduced 3.76%	208,015 $21.6 Billion
Q2 2021 Oct 09, 2024	SELL	$48.62 - $52.01 $309,417 - $330,991	-6,364 Reduced 2.86%	216,136 $22.5 Billion
Q1 2021 Oct 09, 2024	SELL	$44.9 - $48.34 $212,646 - $228,938	-4,736 Reduced 2.08%	222,500 $21.4 Billion
Q4 2020 Oct 09, 2024	BUY	$39.35 - $45.48 $8.94 Million - $10.3 Million	227,236 New	227,236 $20.7 Billion
Q3 2020 Oct 18, 2024	SELL	$37.26 - $43.03 $478,418 - $552,505	-12,840 Reduced 4.44%	276,045 $22.3 Billion
Q2 2020 Oct 18, 2024	SELL	$29.25 - $38.76 $128,817 - $170,699	-4,404 Reduced 1.5%	288,885 $21.4 Billion
Q1 2020 Oct 18, 2024	BUY	$26.61 - $40.52 $473,232 - $720,607	17,784 Added 6.46%	293,289 $18 Billion
Q4 2019 Oct 18, 2024	SELL	$34.42 - $38.54 $727,914 - $815,043	-21,148 Reduced 7.13%	275,505 $21.2 Billion
Q3 2019 Oct 18, 2024	BUY	$35.28 - $36.01 $113,142 - $115,484	3,207 Added 1.09%	296,653 $21 Billion
Q2 2019 Oct 18, 2024	BUY	N/A	54,742 Added 22.93%	293,446 $20.6 Billion
Q1 2019 Oct 18, 2024	SELL	N/A	-29,945 Reduced 11.15%	238,704 $16.1 Billion
Q4 2018 Oct 18, 2024	BUY	N/A	15,809 Added 6.25%	268,649 $16 Billion
Q3 2018 Oct 18, 2024	BUY	N/A	245,665 Added 3423.9%	252,840 $17.6 Billion

Others Institutions Holding SCHX

# of Institutions

1,350

Shares Held

348M

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 Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Account

Martel Wealth Advisors Inc Schwab Strategic Tr Us Large C Transaction History