New England Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

New England Private Wealth Advisors LLC

$617 Million
Q4 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 25,423 shares of SCHX stock, worth $553,204. This represents 0.1% of its overall portfolio holdings.

Number of Shares

25,423

Previous 8,086 214.41%

Holding current value

$553,204

Previous $548,000 7.48%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $388,348 - $1.18 Million	17,337 Added 214.41%	25,423 $589,000
Q3 2024 Nov 07, 2024	BUY	$61.11 - $67.85 $24,810 - $27,547	406 Added 5.29%	8,086 $548,000
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $1,108 - $1,241	20 Added 0.26%	7,680 $476,000
Q4 2023 Feb 02, 2024	BUY	$48.47 - $56.6 $14,637 - $17,093	302 Added 4.1%	7,660 $432,000
Q3 2023 Nov 07, 2023	BUY	$50.36 - $54.21 $1,309 - $1,409	26 Added 0.35%	7,358 $372,000
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $1,048 - $1,152	22 Added 0.3%	7,332 $383,000
Q1 2023 May 04, 2023	BUY	$44.78 - $49.41 $29,107 - $32,116	650 Added 9.76%	7,310 $353,000
Q4 2022 Feb 08, 2023	BUY	$42.25 - $48.16 $281,385 - $320,745	6,660 New	6,660 $300,000

Others Institutions Holding SCHX

# of Institutions

1,480

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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New England Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History