Morgan Rosel Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 1,653 shares of SCHX stock, worth $35,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,653
Holding current value
$35,969
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$21.75 - $24.28 $35,952 - $40,134
1,653 New
1,653 $36,000
Q1 2019

Apr 09, 2019
SELL
N/A
-6,187 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
6,187 New
6,187 $369,000

Others Institutions Holding SCHX

# of Institutions
1,480
Shares Held
1.09B
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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