A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 3,542 shares of SCHX stock, worth $229,698. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,542
Previous 6,492 45.44%
Holding current value
$229,698
Previous $366 Million 39.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024

SELL
$55.41 - $62.08 $163,459 - $183,136
-2,950 Reduced 45.44%
3,542 $220 Million
Q4 2023

Feb 07, 2024

BUY
$48.47 - $56.6 $314,667 - $367,447
6,492 New
6,492 $366 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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