Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Muirfield Wealth Advisors LLC

$118 Billion
Q1 2025

A detailed history of Muirfield Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Muirfield Wealth Advisors LLC holds 340,257 shares of SCHX stock, worth $7.93 Million. This represents 6.38% of its overall portfolio holdings.

Number of Shares

340,257

Previous 348,297 2.31%

Holding current value

$7.93 Million

Previous $8.07 Billion 6.94%

% of portfolio

6.38%

Previous 6.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$21.75 - $24.28 $174,870 - $195,211	-8,040 Reduced 2.31%	340,257 $7.51 Billion
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $5.12 Million - $15.6 Million	228,632 Added 191.06%	348,297 $8.07 Billion
Q3 2024 Oct 11, 2024	BUY	$61.11 - $67.85 $77,854 - $86,440	1,274 Added 1.08%	119,665 $8.12 Billion
Q2 2024 Jul 12, 2024	BUY	$58.7 - $64.78 $113,114 - $124,831	1,927 Added 1.65%	118,391 $7.61 Billion
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $127,442 - $142,784	-2,300 Reduced 1.94%	116,464 $7.23 Billion
Q4 2023 Mar 14, 2024	BUY	$48.47 - $56.6 $5.76 Million - $6.72 Million	118,764 New	118,764 $6.7 Billion

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History