Up Strategic Wealth Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 129,522 shares of SCHX stock, worth $8.43 Million. This represents 12.6% of its overall portfolio holdings.

Number of Shares
129,522
Previous 115,316 12.32%
Holding current value
$8.43 Million
Previous $7.16 Billion 16.28%
% of portfolio
12.6%
Previous 11.71%

Shares

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

Aug 12, 2024
BUY
$58.7 - $64.78 $833,892 - $920,264
14,206 Added 12.32%
129,522 $8.32 Billion
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $506,391 - $567,349
9,139 Added 8.61%
115,316 $7.16 Billion
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $5.15 Million - $6.01 Million
106,177 New
106,177 $5.99 Billion

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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