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

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 9,927 shares of SCHX stock, worth $231,299. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,927
Previous 19,745 49.72%
Holding current value
$231,299
Previous $458 Million 52.11%
% of portfolio
0.06%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$21.75 - $24.28 $213,541 - $238,381
-9,818 Reduced 49.72%
9,927 $219 Million
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $442,288 - $1.35 Million
19,745 New
19,745 $458 Million

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
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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