Spire Wealth Management Schwab Strategic Tr Us Large C Transaction History

Spire Wealth Management

  • $3.01 Billion
  • Q1 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 34,610 shares of SCHX stock, worth $2.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,610
Previous 32,785 5.57%
Holding current value
$2.24 Million
Previous $1.85 Million 16.12%
% of portfolio
0.07%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $1,232 - $1,348
28 Added 0.52%
5,372 $243,000
Q3 2022

Nov 07, 2022
SELL
N/A
-12,928 Reduced 70.75%
5,344 $226,000
Q2 2022

Jul 22, 2022
SELL
N/A
-59,171 Reduced 76.41%
18,272 $816,000
Q1 2022

Apr 18, 2022
BUY
N/A
47,297 Added 156.89%
77,443 $4.17 Million
Q4 2021

Jan 14, 2022
SELL
N/A
-2,129 Reduced 6.6%
30,146 $3.43 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-2,320 Reduced 6.71%
32,275 $3.36 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-60,234 Reduced 63.52%
34,595 $3.6 Million
Q1 2021

May 21, 2021
BUY
N/A
94,829 New
94,829 $9.11 Million

Others Institutions Holding SCHX

# of Institutions
1,258
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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