Mosaic Family Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 124,087 shares of SCHX stock, worth $2.95 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

124,087

Previous 42,195 194.08%

Holding current value

$2.95 Million

Previous $2.86 Billion 0.47%

% of portfolio

0.41%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $1.83 Million - $5.59 Million	81,892 Added 194.08%	124,087 $2.88 Billion
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $91,665 - $101,774	-1,500 Reduced 3.43%	42,195 $2.86 Billion
Q1 2024 Jun 13, 2024	SELL	$55.41 - $62.08 $150,604 - $168,733	-2,718 Reduced 5.86%	43,695 $2.71 Billion
Q4 2023 Jan 29, 2024	SELL	$48.47 - $56.6 $125,246 - $146,254	-2,584 Reduced 5.27%	46,413 $2.62 Billion
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $97,532 - $107,149	-2,046 Reduced 4.01%	48,997 $2.57 Billion
Q1 2023 Apr 10, 2023	SELL	$44.78 - $49.41 $5,284 - $5,830	-118 Reduced 0.23%	51,043 $2.47 Billion
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $2.16 Million - $2.46 Million	51,161 New	51,161 $2.31 Billion

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Mosaic Family Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History