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

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 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 148,327 shares of SCHX stock, worth $9.62 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
148,327
Previous 146,333 1.36%
Holding current value
$9.62 Million
Previous $8.25 Million 11.54%
% of portfolio
3.64%
Previous 3.46%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $955,149 - $1.05 Million
-21,703 Reduced 13.31%
141,377 $0
Q3 2022

Nov 10, 2022
BUY
N/A
68 Added 0.04%
163,080 $6.91 Million
Q2 2022

Aug 11, 2022
BUY
N/A
3,288 Added 2.06%
163,012 $7.28 Million
Q1 2022

May 04, 2022
BUY
N/A
85,074 Added 113.96%
159,724 $8.6 Million
Q4 2021

Feb 08, 2022
BUY
N/A
10 Added 0.01%
74,650 $8.5 Million
Q3 2021

Nov 09, 2021
BUY
N/A
4,810 Added 6.89%
74,640 $7.77 Million
Q2 2021

Jul 29, 2021
BUY
N/A
4,510 Added 6.9%
69,830 $7.26 Million
Q1 2021

May 10, 2021
BUY
N/A
119 Added 0.18%
65,320 $6.27 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-56 Reduced 0.09%
65,201 $5.93 Million
Q3 2020

Oct 26, 2020
BUY
N/A
959 Added 1.49%
65,257 $5.26 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-755 Reduced 1.16%
64,298 $4.77 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-8,390 Reduced 11.42%
65,053 $3.98 Million
Q4 2019

Jan 17, 2020
BUY
N/A
615 Added 0.84%
73,443 $5.64 Million
Q3 2019

Oct 17, 2019
BUY
N/A
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
1,258
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
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email