Transform Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Transform Wealth, LLC

  • $1.31 Billion
  • Q2 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transform Wealth, LLC holds 13,207 shares of SCHX stock, worth $857,662. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,207
Previous 12,795 3.22%
Holding current value
$857,662
Previous $794,000 6.8%
% of portfolio
0.06%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$58.7 - $64.78 $24,184 - $26,689
412 Added 3.22%
13,207 $848,000
Q1 2024

Apr 15, 2024
SELL
$55.41 - $62.08 $6,427 - $7,201
-116 Reduced 0.9%
12,795 $794,000
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $8,288 - $9,678
171 Added 1.34%
12,911 $728,000
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $50,662 - $54,535
-1,006 Reduced 7.32%
12,740 $644,000
Q2 2023

Jul 13, 2023
SELL
$47.67 - $52.37 $58,443 - $64,205
-1,226 Reduced 8.19%
13,746 $719,000
Q1 2023

Apr 14, 2023
BUY
$44.78 - $49.41 $317,355 - $350,168
7,087 Added 89.88%
14,972 $724,000
Q4 2022

Jan 12, 2023
SELL
$44.01 - $48.16 $223,262 - $244,315
-5,073 Reduced 39.15%
7,885 $0
Q3 2022

Oct 21, 2022
BUY
N/A
499 Added 4.01%
12,958 $549,000
Q2 2022

Jul 15, 2022
SELL
N/A
-707 Reduced 5.37%
12,459 $556,000
Q1 2022

Apr 25, 2022
BUY
N/A
6,583 Added 100.0%
13,166 $709,000
Q4 2021

Jan 26, 2022
SELL
N/A
-792 Reduced 10.74%
6,583 $749,000
Q3 2021

Oct 15, 2021
SELL
N/A
-89 Reduced 1.19%
7,375 $767,000
Q2 2021

Jul 20, 2021
SELL
N/A
-687 Reduced 8.43%
7,464 $776,000
Q1 2021

Apr 22, 2021
SELL
N/A
-222 Reduced 2.65%
8,151 $783,000
Q4 2020

Jan 20, 2021
SELL
N/A
-1,472 Reduced 14.95%
8,373 $762,000
Q3 2020

Oct 21, 2020
BUY
N/A
1,591 Added 19.28%
9,845 $794,000
Q2 2020

Jul 22, 2020
SELL
N/A
-2,378 Reduced 22.37%
8,254 $612,000
Q1 2020

Apr 30, 2020
SELL
N/A
-176 Reduced 1.63%
10,632 $651,000
Q4 2019

Jan 24, 2020
SELL
N/A
-1,262 Reduced 10.46%
10,808 $830,000
Q2 2019

Jul 30, 2019
SELL
N/A
-5,415 Reduced 30.97%
12,070 $847,000
Q1 2019

Apr 12, 2019
SELL
N/A
-45 Reduced 0.26%
17,485 $1.18 Million
Q3 2017

Oct 19, 2017
BUY
N/A
17,530
17,530 $1.05 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
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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