Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Td Private Client Wealth LLC

$3.48 Trillion
Q3 2024

A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Td Private Client Wealth LLC holds 52,755 shares of SCHX stock, worth $1.23 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

52,755

Previous 44,744 17.9%

Holding current value

$1.23 Million

Previous $2.87 Billion 24.51%

% of portfolio

0.1%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	BUY	$61.11 - $67.85 $489,552 - $543,546	8,011 Added 17.9%	52,755 $3.58 Billion
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $2.63 Million - $2.9 Million	44,744 New	44,744 $2.87 Billion
Q1 2024 Aug 16, 2024	BUY	$55.41 - $62.08 $445,551 - $499,185	8,041 Added 22.98%	43,039 $2.67 Billion
Q4 2023 Aug 16, 2024	SELL	$48.47 - $56.6 $31,214 - $36,450	-644 Reduced 1.81%	34,998 $1.97 Billion
Q3 2023 Aug 16, 2024	SELL	$50.36 - $54.21 $589,212 - $634,257	-11,700 Reduced 24.71%	35,642 $1.8 Billion
Q2 2023 Aug 16, 2024	SELL	$47.67 - $52.37 $43,522 - $47,813	-913 Reduced 1.89%	47,342 $2.48 Billion
Q1 2023 Aug 16, 2024	BUY	$44.78 - $49.41 $36,898 - $40,713	824 Added 1.74%	48,255 $2.33 Billion
Q4 2022 Aug 16, 2024	BUY	$42.25 - $48.16 $16,773 - $19,119	397 Added 0.84%	47,431 $2.14 Billion
Q3 2022 Aug 16, 2024	BUY	$42.35 - $51.01 $94,271 - $113,548	2,226 Added 4.97%	47,034 $1.99 Billion
Q1 2022 Aug 16, 2024	BUY	$49.51 - $57.27 $3,168 - $3,665	64 Added 0.14%	44,808 $2.41 Billion

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Td Private Client Wealth LLC Schwab Strategic Tr Us Large C Transaction History