Sonoma Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Sonoma Private Wealth LLC

  • $62.2 Billion
  • Q1 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 11,734 shares of SCHX stock, worth $756,138. This represents 1.17% of its overall portfolio holdings.

Number of Shares
11,734
Previous 11,438 2.59%
Holding current value
$756,138
Previous $645 Million 12.88%
% of portfolio
1.17%
Previous 1.07%

Shares

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

May 09, 2024
BUY
$55.41 - $62.08 $16,401 - $18,375
296 Added 2.59%
11,734 $728 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $554,399 - $647,390
11,438 New
11,438 $645 Million

Others Institutions Holding SCHX

# of Institutions
1,271
Shares Held
428M
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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