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

Segment Wealth Management, LLC

  • $1.41 Billion
  • Q3 2024

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 3,196 shares of SCHX stock, worth $74,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,196
Previous 3,192 0.13%
Holding current value
$74,786
Previous $205,000 5.37%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
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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