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

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025

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 22,046 shares of SCHX stock, worth $555,779. This represents 0.32% of its overall portfolio holdings.

Number of Shares
22,046
Previous 17,896 23.19%
Holding current value
$555,779
Previous $415 Million 17.35%
% of portfolio
0.32%
Previous 0.28%

Shares

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

May 15, 2025
BUY
$21.75 - $24.28 $90,262 - $100,762
4,150 Added 23.19%
22,046 $487 Million
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
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
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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