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

Tradition Wealth Management, LLC

$1.04 Billion
Q1 2025

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 12,230 shares of SCHX stock, worth $285,692. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,230

Previous 13,028 6.13%

Holding current value

$285,692

Previous $301,000 10.3%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.75 - $24.28 $17,356 - $19,375	-798 Reduced 6.13%	12,230 $270,000
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $200,524 - $611,242	8,952 Added 219.63%	13,028 $301,000
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $122 - $135	2 Added 0.05%	4,076 $276,000
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $293 - $323	-5 Reduced 0.12%	4,074 $261,000
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $1,773 - $1,986	-32 Reduced 0.78%	4,079 $253,000
Q4 2023 Feb 12, 2024	SELL	$48.47 - $56.6 $581 - $679	-12 Reduced 0.29%	4,111 $232,000
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $19,489 - $20,979	387 Added 10.36%	4,123 $209,000
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $429 - $471	9 Added 0.24%	3,736 $196,000
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $19,837 - $21,888	-443 Reduced 10.62%	3,727 $180,000
Q4 2022 Feb 03, 2023	BUY	$42.25 - $48.16 $422 - $481	10 Added 0.24%	4,170 $188,000
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $22,064 - $26,576	-521 Reduced 11.13%	4,160 $176,000
Q2 2022 Aug 02, 2022	SELL	$43.35 - $54.51 $6,025 - $7,576	-139 Reduced 2.88%	4,681 $209,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $87,830 - $101,596	1,774 Added 58.24%	4,820 $260,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $7,733 - $8,536	149 Added 5.14%	3,046 $347,000
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $309 - $329	6 Added 0.21%	2,897 $301,000
Q2 2021 Aug 09, 2021	SELL	$48.62 - $52.01 $19,739 - $21,116	-406 Reduced 12.31%	2,891 $301,000
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $84,412 - $90,879	-1,880 Reduced 36.31%	3,297 $317,000
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $203,714 - $235,449	5,177 New	5,177 $471,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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