Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Large C Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 433,814 shares of SCHX stock, worth $9.53 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

433,814

Previous 146,181 196.76%

Holding current value

$9.53 Million

Previous $9.92 Million 1.38%

% of portfolio

3.44%

Previous 3.53%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.4 - $68.28 $6.44 Million - $19.6 Million	287,633 Added 196.76%	433,814 $10.1 Million
Q3 2024 Oct 31, 2024	SELL	$61.11 - $67.85 $150,452 - $167,046	-2,462 Reduced 1.66%	146,181 $9.92 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $18,549 - $20,470	316 Added 0.21%	148,643 $9.55 Million
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $110,487 - $123,787	1,994 Added 1.36%	148,327 $9.21 Million
Q4 2023 Jan 29, 2024	BUY	$48.47 - $56.6 $33,056 - $38,601	682 Added 0.47%	146,333 $8.25 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $1,561 - $1,680	31 Added 0.02%	145,651 $7.37 Million
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $21,546 - $23,671	-452 Reduced 0.31%	145,620 $7.63 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $210,242 - $231,979	4,695 Added 3.32%	146,072 $7.07 Million
Q4 2022 Jan 25, 2023	SELL	$42.25 - $48.16 $916,951 - $1.05 Million	-21,703 Reduced 13.31%	141,377 $0
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $2,879 - $3,468	68 Added 0.04%	163,080 $6.91 Million
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $142,534 - $179,228	3,288 Added 2.06%	163,012 $7.28 Million
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $4.21 Million - $4.87 Million	85,074 Added 113.96%	159,724 $8.6 Million
Q4 2021 Feb 08, 2022	BUY	$51.9 - $57.29 $519 - $572	10 Added 0.01%	74,650 $8.5 Million
Q3 2021 Nov 09, 2021	BUY	$51.52 - $54.94 $247,811 - $264,261	4,810 Added 6.89%	74,640 $7.77 Million
Q2 2021 Jul 29, 2021	BUY	$48.62 - $52.01 $219,276 - $234,565	4,510 Added 6.9%	69,830 $7.26 Million
Q1 2021 May 10, 2021	BUY	$44.9 - $48.34 $5,343 - $5,752	119 Added 0.18%	65,320 $6.27 Million
Q4 2020 Feb 16, 2021	SELL	$39.35 - $45.48 $2,203 - $2,546	-56 Reduced 0.09%	65,201 $5.93 Million
Q3 2020 Oct 26, 2020	BUY	$37.26 - $43.03 $35,732 - $41,265	959 Added 1.49%	65,257 $5.26 Million
Q2 2020 Jul 13, 2020	SELL	$29.25 - $38.76 $22,083 - $29,263	-755 Reduced 1.16%	64,298 $4.77 Million
Q1 2020 Apr 16, 2020	SELL	$26.61 - $40.52 $223,257 - $339,962	-8,390 Reduced 11.42%	65,053 $3.98 Million
Q4 2019 Jan 17, 2020	BUY	$34.42 - $38.54 $21,168 - $23,702	615 Added 0.84%	73,443 $5.64 Million
Q3 2019 Oct 17, 2019	BUY	$35.28 - $36.01 $8,925 - $9,110	253 Added 0.35%	72,828 $5.17 Million
Q2 2019 Jul 17, 2019	BUY	N/A	2,374 Added 3.38%	72,575 $5.09 Million
Q1 2019 Apr 26, 2019	BUY	N/A	9,732 Added 16.09%	70,201 $4.75 Million
Q4 2018 Jan 18, 2019	BUY	N/A	60,469 New	60,469 $3.61 Million

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Strategic Family Wealth Counselors, L.L.C. Schwab Strategic Tr Us Large C Transaction History