Motive Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Motive Wealth Advisors

  • $217 Million
  • Q2 2025

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Motive Wealth Advisors holds 20,682 shares of SCHX stock, worth $534,629. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,682
Previous 20,682 -0.0%
Holding current value
$534,629
Previous $454,000 11.23%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Apr 16, 2025
SELL
$21.75 - $24.28 $11,353 - $12,674
-522 Reduced 2.46%
20,682 $454,000
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $316,646 - $965,206
14,136 Added 200.0%
21,204 $491,000
Q2 2023

Aug 01, 2023
SELL
$47.67 - $52.37 $46,335 - $50,903
-972 Reduced 12.09%
7,068 $370,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $199,030 - $230,225
4,020 Added 100.0%
8,040 $433,000
Q2 2021

Aug 16, 2021
BUY
$48.62 - $52.01 $195,452 - $209,080
4,020 New
4,020 $418,000

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
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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