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

Pillar Wealth Advisors, LLC

  • $3.35 Billion
  • Q3 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 10,565 shares of SCHX stock, worth $245,108. This represents 21.42% of its overall portfolio holdings.

Number of Shares
10,565
Previous 173,312 93.9%
Holding current value
$245,108
Previous $11.1 Million 6337.67%
% of portfolio
21.42%
Previous 16.48%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$61.11 - $67.85 $9.95 Million - $11 Million
-162,747 Reduced 93.9%
10,565 $717 Million
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
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
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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