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

Prestige Wealth Management Group LLC

  • $443 Million
  • Q1 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 980 shares of SCHX stock, worth $64,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares
980
Previous 2,034 51.82%
Holding current value
$64,170
Previous $114,000 47.37%
% of portfolio
0.01%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$55.41 - $62.08 $58,402 - $65,432
-1,054 Reduced 51.82%
980 $60,000
Q3 2023

Apr 26, 2024
SELL
$50.36 - $54.21 $37,568 - $40,440
-746 Reduced 26.83%
2,034 $102,000
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $37,568 - $40,440
-746 Reduced 26.83%
2,034 $102,000
Q1 2023

Apr 26, 2024
BUY
$44.78 - $49.41 $80,604 - $88,938
1,800 Added 183.67%
2,780 $134,000
Q3 2022

Nov 01, 2022
SELL
N/A
-242 Reduced 8.01%
2,780 $118,000
Q1 2022

May 05, 2022
BUY
N/A
1,154 Added 61.78%
3,022 $163,000
Q4 2021

Feb 15, 2022
SELL
N/A
-12 Reduced 0.64%
1,868 $213,000
Q1 2021

May 13, 2021
SELL
N/A
-5,892 Reduced 75.81%
1,880 $181,000
Q4 2020

Feb 17, 2021
SELL
N/A
-22,106 Reduced 73.99%
7,772 $707,000
Q3 2020

Oct 26, 2020
SELL
N/A
-30,338 Reduced 50.38%
29,878 $2.41 Million
Q2 2020

Aug 13, 2020
BUY
N/A
4,127 Added 7.36%
60,216 $4.46 Million
Q1 2020

May 15, 2020
SELL
N/A
-2,047 Reduced 3.52%
56,089 $3.44 Million
Q4 2019

Jan 28, 2020
SELL
N/A
-593 Reduced 1.01%
58,136 $4.47 Million
Q3 2019

Nov 14, 2019
BUY
N/A
7,841 Added 15.41%
58,729 $4.17 Million
Q2 2019

Aug 16, 2019
BUY
N/A
3,253 Added 6.83%
50,888 $3.57 Million
Q1 2019

Aug 16, 2019
BUY
N/A
2,004 Added 4.39%
47,635 $3.22 Million
Q4 2018

Apr 16, 2019
BUY
N/A
45,631 New
45,631 $2.72 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
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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