U S Wealth Group, Llc. Schwab Strategic Tr Us Large C Transaction History

U S Wealth Group, Llc.

  • $126 Billion
  • Q1 2025

A detailed history of U S Wealth Group, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, U S Wealth Group, Llc. holds 221,739 shares of SCHX stock, worth $5.18 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
221,739
Previous 226,012 1.89%
Holding current value
$5.18 Million
Previous $5.24 Billion 6.55%
% of portfolio
3.88%
Previous 3.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$21.75 - $24.28 $92,937 - $103,748
-4,273 Reduced 1.89%
221,739 $4.9 Billion
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $5.06 Million - $15.4 Million
226,012 New
226,012 $5.24 Billion

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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