National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,896 shares of SCHX stock, worth $425,030. This represents 0.28% of its overall portfolio holdings.

Number of Shares
17,896
Previous 4,405 306.27%
Holding current value
$425,030
Previous $299 Million 38.78%
% of portfolio
0.28%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $302,198 - $921,165
13,491 Added 306.27%
17,896 $415 Million
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $269,189 - $298,879
4,405 New
4,405 $299 Million

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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