Moneywise, Inc. Schwab Strategic Tr Us Large C Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moneywise, Inc. holds 1,318,408 shares of SCHX stock, worth $31 Million. This represents 16.39% of its overall portfolio holdings.

Number of Shares

1,318,408

Previous 464,770 183.67%

Holding current value

$31 Million

Previous $31.5 Million 3.09%

% of portfolio

16.39%

Previous 16.34%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $19.1 Million - $58.3 Million	853,638 Added 183.67%	1,318,408 $30.6 Million
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $2.71 Million - $3.01 Million	-44,331 Reduced 8.71%	464,770 $31.5 Million
Q2 2024 Jul 17, 2024	SELL	$58.7 - $64.78 $1.04 Million - $1.15 Million	-17,776 Reduced 3.37%	509,101 $32.7 Million
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $2.41 Million - $2.7 Million	-43,567 Reduced 7.64%	526,877 $32.7 Million
Q4 2023 Jan 29, 2024	SELL	$48.47 - $56.6 $981,420 - $1.15 Million	-20,248 Reduced 3.43%	570,444 $32.2 Million
Q3 2023 Oct 23, 2023	SELL	$50.36 - $54.21 $1.36 Million - $1.46 Million	-26,946 Reduced 4.36%	590,692 $29.9 Million
Q2 2023 Jul 24, 2023	SELL	$47.67 - $52.37 $1.38 Million - $1.52 Million	-28,935 Reduced 4.48%	617,638 $32.3 Million
Q1 2023 Apr 21, 2023	BUY	$44.78 - $49.41 $1.72 Million - $1.9 Million	38,495 Added 6.33%	646,573 $31.3 Million
Q4 2022 Jan 30, 2023	SELL	$42.25 - $48.16 $1.43 Million - $1.63 Million	-33,823 Reduced 5.27%	608,078 $27.5 Million
Q3 2022 Nov 03, 2022	SELL	$42.35 - $51.01 $389,789 - $469,496	-9,204 Reduced 1.41%	641,901 $27.2 Million
Q2 2022 Aug 02, 2022	SELL	$43.35 - $54.51 $628,271 - $790,013	-14,493 Reduced 2.18%	651,105 $29.1 Million
Q1 2022 Apr 20, 2022	BUY	$49.51 - $57.27 $17.1 Million - $19.8 Million	345,889 Added 108.19%	665,598 $35.8 Million
Q4 2021 Jan 12, 2022	SELL	$51.9 - $57.29 $1.63 Million - $1.8 Million	-31,355 Reduced 8.93%	319,709 $36.4 Million
Q3 2021 Oct 12, 2021	BUY	$51.52 - $54.94 $2.91 Million - $3.1 Million	56,499 Added 19.18%	351,064 $36.5 Million
Q2 2021 Jul 22, 2021	SELL	$48.62 - $52.01 $347,146 - $371,351	-7,140 Reduced 2.37%	294,565 $30.6 Million
Q1 2021 Apr 14, 2021	SELL	$44.9 - $48.34 $17,286 - $18,610	-385 Reduced 0.13%	301,705 $29 Million
Q4 2020 Jan 15, 2021	BUY	$39.35 - $45.48 $72,089 - $83,319	1,832 Added 0.61%	302,090 $27.5 Million
Q3 2020 Oct 13, 2020	BUY	$37.26 - $43.03 $145,612 - $168,161	3,908 Added 1.32%	300,258 $24.2 Million
Q2 2020 Jul 10, 2020	BUY	$29.25 - $38.76 $546,360 - $723,998	18,679 Added 6.73%	296,350 $22 Million
Q1 2020 Apr 13, 2020	SELL	$26.61 - $40.52 $62,506 - $95,181	-2,349 Reduced 0.84%	277,671 $17 Million
Q4 2019 Jan 07, 2020	SELL	$34.42 - $38.54 $130,520 - $146,143	-3,792 Reduced 1.34%	280,020 $19.9 Million
Q3 2019 Oct 23, 2019	SELL	$35.28 - $36.01 $133,428 - $136,189	-3,782 Reduced 1.32%	283,812 $20.1 Million
Q2 2019 Jul 17, 2019	BUY	N/A	35,983 Added 14.3%	287,594 $20.2 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-19,316 Reduced 7.13%	251,611 $15.9 Million
Q4 2018 Jan 29, 2019	BUY	N/A	6,043 Added 2.28%	270,927 $16.2 Million
Q3 2018 Oct 15, 2018	BUY	N/A	874 Added 0.33%	264,884 $18.4 Million
Q2 2018 Jul 19, 2018	BUY	N/A	4,945 Added 1.91%	264,010 $17.2 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-42,872 Reduced 14.2%	259,065 $16.3 Million
Q4 2017 Jan 08, 2018	BUY	N/A	2,326 Added 0.78%	301,937 $19.3 Million
Q3 2017 Oct 10, 2017	BUY	N/A	299,611	299,611 $18 Million

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account