Verity Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Verity Wealth Advisors

  • $133 Million
  • Q2 2024

A detailed history of Verity Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verity Wealth Advisors holds 44,917 shares of SCHX stock, worth $2.99 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
44,917
Previous 44,917 -0.0%
Holding current value
$2.99 Million
Previous $2.79 Million 3.52%
% of portfolio
2.16%
Previous 2.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 04, 2024
SELL
$55.41 - $62.08 $15,791 - $17,692
-285 Reduced 0.63%
44,917 $2.79 Million
Q3 2023

Oct 26, 2023
SELL
$50.36 - $54.21 $105,554 - $113,624
-2,096 Reduced 4.43%
45,202 $2.29 Million
Q2 2023

Jul 27, 2023
BUY
$47.67 - $52.37 $8,723 - $9,583
183 Added 0.39%
47,298 $2.48 Million
Q2 2022

Jul 12, 2022
BUY
N/A
7,311 Added 18.37%
47,115 $2.1 Million
Q1 2022

Apr 11, 2022
BUY
N/A
19,902 Added 100.0%
39,804 $2.14 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-18 Reduced 0.09%
19,902 $2.27 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-1,294 Reduced 6.1%
19,920 $2.07 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-7,814 Reduced 26.92%
21,214 $2.21 Million
Q1 2021

May 10, 2021
SELL
N/A
-175 Reduced 0.6%
29,028 $2.79 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-2,206 Reduced 7.02%
29,203 $2.66 Million
Q3 2020

Oct 05, 2020
SELL
N/A
-2,571 Reduced 7.57%
31,409 $2.53 Million
Q2 2020

Jul 21, 2020
SELL
N/A
-4,303 Reduced 11.24%
33,980 $2.52 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-40,382 Reduced 51.33%
38,283 $2.35 Million
Q4 2019

Jan 14, 2020
BUY
N/A
4,178 Added 5.61%
78,665 $6.04 Million
Q3 2019

Oct 11, 2019
SELL
N/A
-3,128 Reduced 4.03%
74,487 $5.28 Million
Q2 2019

Aug 01, 2019
BUY
N/A
26,563 Added 52.03%
77,615 $5.45 Million
Q1 2019

Apr 03, 2019
BUY
N/A
5,979 Added 13.27%
51,052 $3.45 Million
Q4 2018

Jan 25, 2019
BUY
N/A
45,073 New
45,073 $2.69 Million

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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