Venture Visionary Partners LLC Schwab Strategic Tr Us Large C Transaction History

Venture Visionary Partners LLC

  • $2.29 Billion
  • Q1 2025

A detailed history of Venture Visionary Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Venture Visionary Partners LLC holds 35,348 shares of SCHX stock, worth $810,176. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,348
Previous 34,707 1.85%
Holding current value
$810,176
Previous $804,000 2.99%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 14, 2025
BUY
$21.75 - $24.28 $13,941 - $15,563
641 Added 1.85%
35,348 $780,000
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $519,321 - $1.58 Million
23,184 Added 201.2%
34,707 $804,000
Q3 2024

Oct 21, 2024
SELL
$61.11 - $67.85 $270,472 - $300,304
-4,426 Reduced 27.75%
11,523 $781,000
Q2 2024

Aug 13, 2024
SELL
$58.7 - $64.78 $352 - $388
-6 Reduced 0.04%
15,949 $1.02 Million
Q1 2024

May 13, 2024
SELL
$55.41 - $62.08 $35,794 - $40,103
-646 Reduced 3.89%
15,955 $990,000
Q4 2023

Feb 15, 2024
SELL
$48.47 - $56.6 $63,447 - $74,089
-1,309 Reduced 7.31%
16,601 $936,000
Q4 2023

Jan 24, 2024
SELL
$48.47 - $56.6 $24,428 - $28,526
-504 Reduced 2.74%
17,910 $1.01 Million
Q3 2023

Oct 13, 2023
SELL
$50.36 - $54.21 $63,755 - $68,629
-1,266 Reduced 6.43%
18,414 $931,000
Q2 2023

Jul 14, 2023
SELL
$47.67 - $52.37 $32,939 - $36,187
-691 Reduced 3.39%
19,680 $1.03 Million
Q1 2023

Apr 13, 2023
SELL
$44.78 - $49.41 $80,738 - $89,086
-1,803 Reduced 8.13%
20,371 $985,000
Q4 2022

Feb 09, 2023
SELL
$42.25 - $48.16 $27,842 - $31,737
-659 Reduced 2.89%
22,174 $1 Million
Q3 2022

Nov 14, 2022
BUY
$42.35 - $51.01 $2,668 - $3,213
63 Added 0.28%
22,833 $966,000
Q2 2022

Jul 26, 2022
BUY
$43.35 - $54.51 $5,332 - $6,704
123 Added 0.54%
22,770 $0
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $561,146 - $649,098
11,334 Added 100.19%
22,647 $1.22 Million
Q4 2021

Feb 08, 2022
SELL
$51.9 - $57.29 $36,589 - $40,389
-705 Reduced 5.87%
11,313 $1.29 Million
Q3 2021

Oct 20, 2021
SELL
$51.52 - $54.94 $113,756 - $121,307
-2,208 Reduced 15.52%
12,018 $1.25 Million
Q2 2021

Aug 05, 2021
SELL
$48.62 - $52.01 $391,974 - $419,304
-8,062 Reduced 36.17%
14,226 $1.48 Million
Q1 2021

Apr 27, 2021
SELL
$44.9 - $48.34 $441,681 - $475,520
-9,837 Reduced 30.62%
22,288 $2.14 Million
Q4 2020

Jan 27, 2021
BUY
$39.35 - $45.48 $1.26 Million - $1.46 Million
32,125 New
32,125 $2.92 Million

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.14B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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