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

Sig Fig Wealth Management, LLC

  • $2.73 Billion
  • Q1 2024

A detailed history of Sig Fig Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sig Fig Wealth Management, LLC holds 80,802 shares of SCHX stock, worth $5.29 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
80,802
Previous 60,737 33.04%
Holding current value
$5.29 Million
Previous $3.43 Million 46.39%
% of portfolio
0.18%
Previous 0.13%

Shares

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

May 10, 2024
BUY
$55.41 - $62.08 $1.11 Million - $1.25 Million
20,065 Added 33.04%
80,802 $5.01 Million
Q4 2023

Feb 08, 2024
BUY
$48.47 - $56.6 $401,913 - $469,327
8,292 Added 15.81%
60,737 $3.43 Million
Q3 2023

Nov 09, 2023
BUY
$50.36 - $54.21 $203,504 - $219,062
4,041 Added 8.35%
52,445 $2.65 Million
Q2 2023

Jul 27, 2023
BUY
$47.67 - $52.37 $33,941 - $37,287
712 Added 1.49%
48,404 $2.53 Million
Q1 2023

May 03, 2023
BUY
$44.78 - $49.41 $150,371 - $165,918
3,358 Added 7.57%
47,692 $2.31 Million
Q4 2022

Feb 03, 2023
BUY
$44.01 - $48.16 $26,317 - $28,799
598 Added 1.37%
44,334 $2 Million
Q3 2022

Nov 10, 2022
BUY
N/A
4,170 Added 10.54%
43,736 $1.52 Million
Q2 2022

Aug 11, 2022
BUY
N/A
2,359 Added 6.34%
39,566 $1.7 Million
Q1 2022

May 10, 2022
BUY
N/A
19,726 Added 112.84%
37,207 $1.88 Million
Q4 2021

Feb 14, 2022
BUY
N/A
994 Added 6.03%
17,481 $1.78 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-643 Reduced 3.75%
16,487 $1.72 Million
Q2 2021

Aug 10, 2021
BUY
N/A
99 Added 0.58%
17,130 $1.78 Million
Q1 2021

May 12, 2021
BUY
N/A
2,605 Added 18.06%
17,031 $1.64 Million
Q4 2020

Feb 08, 2021
BUY
N/A
2,392 Added 19.88%
14,426 $1.31 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-174 Reduced 1.43%
12,034 $963,000
Q2 2020

Aug 04, 2020
SELL
N/A
-121 Reduced 0.98%
12,208 $905,000
Q1 2020

May 05, 2020
BUY
N/A
1,824 Added 17.36%
12,329 $755,000
Q4 2019

Jan 28, 2020
SELL
N/A
-260 Reduced 2.42%
10,505 $807,000
Q3 2019

Nov 12, 2019
SELL
N/A
-22 Reduced 0.2%
10,765 $763,000
Q2 2019

Aug 05, 2019
BUY
N/A
385 Added 3.7%
10,787 $757,000
Q1 2019

May 01, 2019
BUY
N/A
58 Added 0.56%
10,402 $703,000
Q4 2018

Jan 30, 2019
SELL
N/A
-248 Reduced 2.34%
10,344 $612,000
Q3 2018

Oct 10, 2018
BUY
N/A
227 Added 2.19%
10,592 $737,000
Q2 2018

Jul 16, 2018
SELL
N/A
-131 Reduced 1.25%
10,365 $674,000
Q1 2018

Apr 26, 2018
BUY
N/A
535 Added 5.37%
10,496 $662,000
Q4 2017

Jan 23, 2018
SELL
N/A
-184 Reduced 1.81%
9,961 $638,000
Q3 2017

Oct 25, 2017
BUY
N/A
10,145
10,145 $609,000

Others Institutions Holding SCHX

# of Institutions
1,259
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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