Sugarloaf Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 8,808 shares of SCHX stock, worth $233,764. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,808
Previous 2,936 200.0%
Holding current value
$233,764
Previous $199,000 2.51%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$22.4 - $68.28 $131,532 - $400,940
5,872 Added 200.0%
8,808 $204,000
Q1 2022

Apr 25, 2022
BUY
$49.51 - $57.27 $72,680 - $84,072
1,468 Added 100.0%
2,936 $158,000
Q2 2021

Jul 20, 2021
BUY
$48.62 - $52.01 $43,125 - $46,132
887 Added 152.67%
1,468 $153,000
Q1 2021

Apr 19, 2021
SELL
$44.9 - $48.34 $39,826 - $42,877
-887 Reduced 60.42%
581 $141,000
Q4 2019

Jan 29, 2020
BUY
$34.42 - $38.54 $50,528 - $56,576
1,468 New
1,468 $113,000

Others Institutions Holding SCHX

# of Institutions
1,632
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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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