Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Large C Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,736 shares of SCHX stock, worth $87,422. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,736

Previous 3,736 -0.0%

Holding current value

$87,422

Previous $240,000 5.42%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 May 20, 2024	BUY	$48.47 - $56.6 $181,083 - $211,457	3,736 New	3,736 $210,000
Q3 2023 May 20, 2024	SELL	$50.36 - $54.21 $194,288 - $209,142	-3,858 Closed	0 $0
Q2 2023 May 20, 2024	BUY	$47.67 - $52.37 $183,910 - $202,043	3,858 New	3,858 $202,000
Q1 2023 Apr 24, 2023	SELL	$44.78 - $49.41 $516,671 - $570,092	-11,538 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$49.51 - $57.27 $285,623 - $330,390	5,769 Added 100.0%	11,538 $0
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $297,218 - $316,948	5,769 New	5,769 $600,000
Q4 2019 Jan 30, 2020	SELL	$34.42 - $38.54 $64,296 - $71,992	-1,868 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$35.28 - $36.01 $282 - $288	-8 Reduced 0.43%	1,868 $130,000
Q2 2019 Aug 06, 2019	BUY	N/A	8 Added 0.43%	1,876 $131,000
Q1 2018 Jul 13, 2018	BUY	N/A	1,868 New	1,868 $118,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Large C Transaction History