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

Up Strategic Wealth Investment Advisors LLC

$100 Billion
Q4 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 405,095 shares of SCHX stock, worth $8.88 Million. This represents 9.39% of its overall portfolio holdings.

Number of Shares

405,095

Previous 134,909 200.27%

Holding current value

$8.88 Million

Previous $9.15 Billion 2.58%

% of portfolio

9.39%

Previous 10.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $6.05 Million - $18.4 Million	270,186 Added 200.27%	405,095 $9.39 Billion
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $329,199 - $365,507	5,387 Added 4.16%	134,909 $9.15 Billion
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

1,485

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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