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

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

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 8,350 shares of SCHX stock, worth $195,390. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,350
Previous 8,350 -0.0%
Holding current value
$195,390
Previous $536 Million 5.6%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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