Pillar Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Pillar Wealth Advisors, LLC

$67.6 Million
Q2 2024

A detailed history of Pillar Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pillar Wealth Advisors, LLC holds 173,312 shares of SCHX stock, worth $11.7 Million. This represents 16.48% of its overall portfolio holdings.

Number of Shares

173,312

Previous 304,233 43.03%

Holding current value

$11.7 Million

Previous $18.9 Million 41.02%

% of portfolio

16.48%

Previous 18.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $7.69 Million - $8.48 Million	-130,921 Reduced 43.03%	173,312 $11.1 Million
Q1 2024 May 06, 2024	SELL	$55.41 - $62.08 $1.41 Million - $1.58 Million	-25,452 Reduced 7.72%	304,233 $18.9 Million
Q4 2023 Feb 05, 2024	SELL	$48.47 - $56.6 $1.13 Million - $1.32 Million	-23,333 Reduced 6.61%	329,685 $18.6 Million
Q3 2023 Nov 07, 2023	SELL	$50.36 - $54.21 $605,881 - $652,200	-12,031 Reduced 3.3%	353,018 $17.9 Million
Q2 2023 Aug 04, 2023	SELL	$47.67 - $52.37 $519,364 - $570,571	-10,895 Reduced 2.9%	365,049 $19.1 Million
Q1 2023 May 05, 2023	SELL	$44.78 - $49.41 $124,936 - $137,853	-2,790 Reduced 0.74%	375,944 $18.2 Million
Q4 2022 Feb 09, 2023	SELL	$42.25 - $48.16 $3,844 - $4,382	-91 Reduced 0.02%	378,734 $17.1 Million
Q3 2022 Nov 04, 2022	BUY	$42.35 - $51.01 $87,579 - $105,488	2,068 Added 0.55%	378,825 $16 Million
Q2 2022 Aug 05, 2022	BUY	$43.35 - $54.51 $7,196 - $9,048	166 Added 0.04%	376,757 $16.8 Million
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $9.15 Million - $10.6 Million	184,791 Added 96.35%	376,591 $20.3 Million
Q4 2021 Feb 10, 2022	BUY	$51.9 - $57.29 $9.95 Million - $11 Million	191,800 New	191,800 $21.8 Million

Others Institutions Holding SCHX

# of Institutions

1,314

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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