Sound Stewardship, LLC Schwab Strategic Tr Us Large C Transaction History

Sound Stewardship, LLC

$168 Billion
Q4 2024

A detailed history of Sound Stewardship, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sound Stewardship, LLC holds 14,792 shares of SCHX stock, worth $354,120. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,792

Previous 4,924 200.41%

Holding current value

$354,120

Previous $334 Million 2.63%

% of portfolio

0.2%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $221,043 - $673,787	9,868 Added 200.41%	14,792 $343 Million
Q3 2024 Oct 24, 2024	SELL	$61.11 - $67.85 $11,855 - $13,162	-194 Reduced 3.79%	4,924 $334 Million
Q2 2024 Jul 24, 2024	SELL	$58.7 - $64.78 $3,932 - $4,340	-67 Reduced 1.29%	5,118 $329 Million
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $332 - $372	-6 Reduced 0.12%	5,185 $322 Million
Q4 2023 Jan 17, 2024	SELL	$48.47 - $56.6 $17,255 - $20,149	-356 Reduced 6.42%	5,191 $293 Million
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $4,129 - $4,445	-82 Reduced 1.46%	5,547 $281 Million
Q2 2023 Oct 26, 2023	BUY	$47.67 - $52.37 $19,592 - $21,524	411 Added 7.88%	5,629 $295 Million
Q1 2023 Oct 26, 2023	SELL	$44.78 - $49.41 $1,388 - $1,531	-31 Reduced 0.59%	5,218 $252 Million
Q4 2022 Oct 26, 2023	BUY	$42.25 - $48.16 $221,770 - $252,791	5,249 New	5,249 $237 Million

Others Institutions Holding SCHX

# of Institutions

1,359

Shares Held

397M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Sound Stewardship, LLC Schwab Strategic Tr Us Large C Transaction History