Shira Ridge Wealth Management Schwab Strategic Tr Us Large C Transaction History

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shira Ridge Wealth Management holds 9,735 shares of SCHX stock, worth $213,488. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,735
Previous 9,735 -0.0%
Holding current value
$213,488
Previous $226 Million 4.75%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 13, 2025
BUY
$22.4 - $68.28 $145,376 - $443,137
6,490 Added 200.0%
9,735 $226 Million
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $179,805 - $201,449
3,245 New
3,245 $201 Million

Others Institutions Holding SCHX

# of Institutions
1,493
Shares Held
1.1B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email