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

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $2.17 Million - $3.3 Million	-81,386 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $306,682 - $343,391	8,910 Added 12.29%	81,386 $6.25 Million
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $92,645 - $94,562	2,626 Added 3.76%	72,476 $5.14 Million
Q2 2019 Aug 05, 2019	BUY	N/A	267 Added 0.38%	69,850 $4.9 Million
Q1 2019 Apr 18, 2019	BUY	N/A	4,055 Added 6.19%	69,583 $4.71 Million
Q4 2018 Jan 22, 2019	BUY	N/A	5,888 Added 9.87%	65,528 $3.91 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-2,106 Reduced 3.41%	59,640 $4.15 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-3,399 Reduced 5.22%	61,746 $4.01 Million
Q1 2018 Apr 27, 2018	BUY	N/A	2,318 Added 3.69%	65,145 $4.11 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-3,945 Reduced 5.91%	62,827 $4.03 Million
Q3 2017 Oct 19, 2017	BUY	N/A	5,900 Added 9.69%	66,772 $4.01 Million
Q2 2017 Aug 10, 2017	SELL	N/A	-8,465 Reduced 12.21%	60,872 $3.52 Million
Q2 2017 Aug 08, 2017	BUY	N/A	69,337	69,337 $3.9 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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