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

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Segment Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Segment Wealth Management, LLC holds 9,606 shares of SCHX stock, worth $223,819. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,606
Previous 9,606 -0.0%
Holding current value
$223,819
Previous $222,000 4.5%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$22.4 - $68.28 $143,584 - $437,674
6,410 Added 200.56%
9,606 $222,000
Q3 2024

Oct 22, 2024
BUY
$61.11 - $67.85 $244 - $271
4 Added 0.13%
3,196 $216,000
Q2 2024

Jul 22, 2024
BUY
$58.7 - $64.78 $187,370 - $206,777
3,192 New
3,192 $205,000

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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