Trellis Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 11,376 shares of SCHX stock, worth $263,923. This represents 0.39% of its overall portfolio holdings.

Number of Shares
11,376
Previous 11,376 -0.0%
Holding current value
$263,923
Previous $731 Million 5.6%
% of portfolio
0.39%
Previous 0.4%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $542,293 - $595,761
11,376 New
11,376 $596 Million

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
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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