Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Large C Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $429 Million
  • Q1 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 438,315 shares of SCHX stock, worth $28.7 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares
438,315
Previous 421,274 4.05%
Holding current value
$28.7 Million
Previous $23.8 Million 14.49%
% of portfolio
6.35%
Previous 6.24%

Shares

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

May 08, 2024
BUY
$55.41 - $62.08 $944,241 - $1.06 Million
17,041 Added 4.05%
438,315 $27.2 Million
Q4 2023

Feb 09, 2024
SELL
$48.47 - $56.6 $662,730 - $773,891
-13,673 Reduced 3.14%
421,274 $23.8 Million
Q3 2023

Nov 06, 2023
BUY
$50.36 - $54.21 $391,599 - $421,536
7,776 Added 1.82%
434,947 $22 Million
Q2 2023

Jul 31, 2023
BUY
$47.67 - $52.37 $863,971 - $949,153
18,124 Added 4.43%
427,171 $22.4 Million
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $465,801 - $513,962
10,402 Added 2.61%
409,047 $19.8 Million
Q4 2022

Feb 01, 2023
BUY
$44.01 - $48.16 $1.34 Million - $1.46 Million
30,413 Added 8.26%
398,645 $18 Million
Q3 2022

Oct 26, 2022
BUY
N/A
12,251 Added 3.44%
368,232 $15.6 Million
Q2 2022

Jul 13, 2022
BUY
N/A
17,646 Added 5.22%
355,981 $15.9 Million
Q1 2022

May 02, 2022
BUY
N/A
180,304 Added 114.09%
338,335 $18.2 Million
Q4 2021

Jan 31, 2022
BUY
N/A
4,620 Added 3.01%
158,031 $18 Million
Q3 2021

Oct 14, 2021
BUY
N/A
6,091 Added 4.13%
153,411 $16 Million
Q2 2021

Jul 20, 2021
BUY
N/A
6,850 Added 4.88%
147,320 $15.3 Million
Q1 2021

Apr 26, 2021
BUY
N/A
6,610 Added 4.94%
140,470 $13.5 Million
Q4 2020

Jan 21, 2021
BUY
N/A
2,574 Added 1.96%
133,860 $12.2 Million
Q3 2020

Oct 14, 2020
BUY
N/A
1,649 Added 1.27%
131,286 $10.6 Million
Q2 2020

Jul 15, 2020
BUY
N/A
20,542 Added 18.83%
129,637 $9.61 Million
Q1 2020

Apr 21, 2020
BUY
N/A
35,705 Added 48.65%
109,095 $6.68 Million
Q4 2019

Jan 23, 2020
BUY
N/A
4,233 Added 6.12%
73,390 $5.64 Million
Q3 2019

Nov 05, 2019
BUY
N/A
4,211 Added 6.48%
69,157 $4.91 Million
Q2 2019

Jul 16, 2019
BUY
N/A
7,541 Added 13.14%
64,946 $4.56 Million
Q1 2019

May 01, 2019
BUY
N/A
8,921 Added 18.4%
57,405 $3.88 Million
Q4 2018

Jan 31, 2019
BUY
N/A
16,437 Added 51.29%
48,484 $2.89 Million
Q3 2018

Oct 18, 2018
BUY
N/A
2,140 Added 7.16%
32,047 $2.23 Million
Q2 2018

Jul 24, 2018
BUY
N/A
3,398 Added 12.82%
29,907 $1.94 Million
Q1 2018

Apr 17, 2018
BUY
N/A
8,924 Added 50.75%
26,509 $1.67 Million
Q4 2017

Jan 22, 2018
BUY
N/A
1,967 Added 12.59%
17,585 $1.12 Million
Q3 2017

Oct 11, 2017
BUY
N/A
15,618
15,618 $938,000

Others Institutions Holding SCHX

# of Institutions
1,261
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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