Sea Crest Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Sea Crest Wealth Management, LLC

  • $801 Million
  • Q1 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 28,696 shares of SCHX stock, worth $1.86 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
28,696
Previous 29,421 2.46%
Holding current value
$1.86 Million
Previous $1.66 Million 7.29%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Apr 18, 2024
SELL
$55.41 - $62.08 $40,172 - $45,008
-725 Reduced 2.46%
28,696 $1.78 Million
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $118,121 - $137,934
-2,437 Reduced 7.65%
29,421 $1.66 Million
Q3 2023

Oct 12, 2023
SELL
$50.36 - $54.21 $12,791 - $13,769
-254 Reduced 0.79%
31,858 $1.61 Million
Q2 2023

Jul 14, 2023
BUY
$47.67 - $52.37 $13,156 - $14,454
276 Added 0.87%
32,112 $1.68 Million
Q1 2023

May 11, 2023
SELL
$44.78 - $49.41 $54,631 - $60,280
-1,220 Reduced 3.69%
31,836 $1.54 Million
Q4 2022

Feb 14, 2023
SELL
$44.01 - $48.16 $117,990 - $129,116
-2,681 Reduced 7.5%
33,056 $1.49 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-814 Reduced 2.23%
35,737 $1.51 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-1,120 Reduced 2.97%
36,551 $1.63 Million
Q1 2022

May 16, 2022
BUY
N/A
18,791 Added 99.53%
37,671 $2.03 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-1,574 Reduced 7.7%
18,880 $2.15 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-1,670 Reduced 7.55%
20,454 $2.13 Million
Q2 2021

Aug 12, 2021
BUY
N/A
17 Added 0.08%
22,124 $2.3 Million
Q1 2021

May 17, 2021
BUY
N/A
351 Added 1.61%
22,107 $2.12 Million
Q4 2020

Feb 09, 2021
BUY
N/A
355 Added 1.66%
21,756 $1.98 Million
Q3 2020

Nov 12, 2020
BUY
N/A
502 Added 2.4%
21,401 $1.73 Million
Q2 2020

Jul 27, 2020
BUY
N/A
227 Added 1.1%
20,899 $1.55 Million
Q1 2020

May 13, 2020
SELL
N/A
-4,690 Reduced 18.49%
20,672 $1.27 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-108 Reduced 0.42%
25,362 $1.95 Million
Q3 2019

Oct 15, 2019
SELL
N/A
-2,467 Reduced 8.83%
25,470 $1.81 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-193 Reduced 0.69%
27,937 $1.96 Million
Q1 2019

May 10, 2019
BUY
N/A
1,464 Added 5.49%
28,130 $1.9 Million
Q4 2018

Feb 13, 2019
BUY
N/A
1,919 Added 7.75%
26,666 $1.59 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,506 Added 11.27%
24,747 $1.72 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-823 Reduced 3.57%
22,241 $1.45 Million
Q1 2018

Apr 20, 2018
BUY
N/A
211 Added 0.92%
23,064 $1.46 Million
Q4 2017

Feb 02, 2018
BUY
N/A
22,853
22,853 $1.46 Million

Others Institutions Holding SCHX

# of Institutions
1,258
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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