A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 504,224 shares of SCHX stock, worth $11.8 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares
504,224
Previous 647,120 22.08%
Holding current value
$11.8 Million
Previous $36.5 Billion 6.26%
% of portfolio
7.11%
Previous 7.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$61.11 - $67.85 $8.73 Million - $9.7 Million
-142,896 Reduced 22.08%
504,224 $34.2 Billion
Q2 2024

Jul 18, 2024

BUY
$58.7 - $64.78 $148,687 - $164,087
2,533 Added 0.39%
647,120 $36.5 Billion
Q1 2024

Apr 18, 2024

SELL
$55.41 - $62.08 $140,353 - $157,248
-2,533 Reduced 0.39%
644,587 $40 Billion
Q4 2023

Jan 18, 2024

BUY
$48.47 - $56.6 $205,609 - $240,097
4,242 Added 0.66%
647,120 $36.5 Billion
Q3 2023

Oct 19, 2023

BUY
$50.36 - $54.21 $1.32 Million - $1.42 Million
26,131 Added 4.24%
642,878 $32.5 Billion
Q2 2023

Jul 25, 2023

BUY
$47.67 - $52.37 $2.12 Million - $2.33 Million
44,435 Added 7.76%
616,747 $32.3 Billion
Q1 2023

Apr 20, 2023

BUY
$44.78 - $49.41 $4.58 Million - $5.06 Million
102,380 Added 21.79%
572,312 $27.7 Billion
Q4 2022

Feb 09, 2023

BUY
$42.25 - $48.16 $19.9 Million - $22.6 Million
469,932 New
469,932 $21.2 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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