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

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Portside Wealth Group, LLC holds 26,240 shares of SCHX stock, worth $1.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
26,240
Holding current value
$1.7 Million
% of portfolio
0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$58.7 - $64.78 $1.54 Million - $1.7 Million
26,240 New
26,240 $1.69 Billion
Q3 2023

Oct 27, 2023
SELL
$50.36 - $54.21 $22,460 - $24,177
-446 Reduced 3.72%
11,551 $584 Million
Q2 2023

Sep 01, 2023
SELL
$47.67 - $52.37 $8.58 Million - $9.42 Million
-179,955 Reduced 93.75%
11,997 $628 Million
Q2 2023

Aug 01, 2023
BUY
$47.67 - $52.37 $9.15 Million - $10.1 Million
191,952 New
191,952 $10.1 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
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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