Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spire Wealth Management holds 11,972 shares of SCHX stock, worth $280,144. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,972

Previous 12,952 7.57%

Holding current value

$280,144

Previous $832,000 2.4%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $59,887 - $66,493	-980 Reduced 7.57%	11,972 $812,000
Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $1.27 Million - $1.4 Million	-21,658 Reduced 62.58%	12,952 $832,000
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $101,123 - $113,296	1,825 Added 5.57%	34,610 $2.15 Million
Q4 2023 Feb 06, 2024	SELL	$48.47 - $56.6 $109,493 - $127,859	-2,259 Reduced 6.45%	32,785 $1.85 Million
Q3 2023 Nov 08, 2023	SELL	$50.36 - $54.21 $67,885 - $73,075	-1,348 Reduced 3.7%	35,044 $1.77 Million
Q2 2023 Aug 09, 2023	SELL	$47.67 - $52.37 $78,035 - $85,729	-1,637 Reduced 4.3%	36,392 $1.91 Million
Q1 2023 May 09, 2023	BUY	$44.78 - $49.41 $1.46 Million - $1.61 Million	32,657 Added 607.91%	38,029 $1.84 Million
Q4 2022 Feb 03, 2023	BUY	$42.25 - $48.16 $1,183 - $1,348	28 Added 0.52%	5,372 $243,000
Q3 2022 Nov 07, 2022	SELL	$42.35 - $51.01 $547,500 - $659,457	-12,928 Reduced 70.75%	5,344 $226,000
Q2 2022 Jul 22, 2022	SELL	$43.35 - $54.51 $2.57 Million - $3.23 Million	-59,171 Reduced 76.41%	18,272 $816,000
Q1 2022 Apr 18, 2022	BUY	$49.51 - $57.27 $2.34 Million - $2.71 Million	47,297 Added 156.89%	77,443 $4.17 Million
Q4 2021 Jan 14, 2022	SELL	$51.9 - $57.29 $110,495 - $121,970	-2,129 Reduced 6.6%	30,146 $3.43 Million
Q3 2021 Oct 22, 2021	SELL	$51.52 - $54.94 $119,526 - $127,460	-2,320 Reduced 6.71%	32,275 $3.36 Million
Q2 2021 Jul 26, 2021	SELL	$48.62 - $52.01 $2.93 Million - $3.13 Million	-60,234 Reduced 63.52%	34,595 $3.6 Million
Q1 2021 May 21, 2021	BUY	$44.9 - $48.34 $4.26 Million - $4.58 Million	94,829 New	94,829 $9.11 Million

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

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History