True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,919 shares of SCHX stock, worth $230,120. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,919

Previous 9,919 -0.0%

Holding current value

$230,120

Previous $637,000 5.65%

% of portfolio

0.25%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $155,144 - $171,213	2,643 Added 36.32%	9,919 $637,000
Q2 2023 Jul 31, 2023	SELL	$47.67 - $52.37 $38,136 - $41,896	-800 Reduced 9.91%	7,276 $381,000
Q3 2022 Oct 21, 2022	SELL	$42.35 - $51.01 $41,248 - $49,683	-974 Reduced 10.76%	8,076 $342,000
Q2 2022 Jul 27, 2022	BUY	$43.35 - $54.51 $185,321 - $233,030	4,275 Added 89.53%	9,050 $404,000
Q1 2022 May 05, 2022	SELL	$49.51 - $57.27 $213,833 - $247,349	-4,319 Reduced 47.49%	4,775 $543,000
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $213,833 - $247,349	4,319 Added 90.45%	9,094 $450,000
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $1,193 - $1,317	23 Added 0.48%	4,775 $543,000
Q3 2021 Oct 25, 2021	SELL	$51.52 - $54.94 $3,503 - $3,735	-68 Reduced 1.41%	4,752 $494,000
Q4 2020 Jan 25, 2021	BUY	$39.35 - $45.48 $189,667 - $219,213	4,820 New	4,820 $445,000

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

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History