Schwallier Wealth Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 2024

A detailed history of Schwallier Wealth Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 156,999 shares of XSHQ stock, worth $6.75 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares
156,999
Previous 150,793 4.12%
Holding current value
$6.75 Million
Previous $5.86 Billion 15.95%
% of portfolio
4.86%
Previous 4.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$38.22 - $43.47 $237,193 - $269,774
6,206 Added 4.12%
156,999 $6.8 Billion
Q2 2024

Aug 13, 2024
SELL
$38.4 - $40.81 $114,201 - $121,368
-2,974 Reduced 1.93%
150,793 $5.86 Billion
Q1 2024

May 14, 2024
BUY
$37.97 - $41.18 $685,244 - $743,175
18,047 Added 13.3%
153,767 $6.33 Billion
Q4 2023

Feb 14, 2024
BUY
$33.63 - $40.52 $4.56 Million - $5.5 Million
135,720 New
135,720 $5.41 Billion

Others Institutions Holding XSHQ

# of Institutions
65
Shares Held
6.07M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHQ Quotes by TradingView
  • Ticker XSHQ
  • Sector ETFs
  • Industry ETFs
More about XSHQ
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