Vertex Planning Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 25,051 shares of SCHX stock, worth $585,191. This represents 0.12% of its overall portfolio holdings.

Number of Shares
25,051
Previous 25,050 -0.0%
Holding current value
$585,191
Previous $581 Million 4.74%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 14, 2025
BUY
$21.75 - $24.28 $21 - $24
1 Added 0.0%
25,051 $553 Million
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $374,080 - $1.14 Million
16,700 Added 200.0%
25,050 $581 Million
Q1 2024

May 13, 2024
SELL
$55.41 - $62.08 $10,527 - $11,795
-190 Reduced 2.22%
8,350 $518 Million
Q1 2023

May 16, 2023
BUY
$44.78 - $49.41 $12,448 - $13,735
278 Added 3.36%
8,540 $413 Million
Q4 2022

Feb 06, 2023
BUY
$42.25 - $48.16 $349,069 - $397,897
8,262 New
8,262 $373 Million

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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