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

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 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 $547,509. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,350
Previous 8,540 2.22%
Holding current value
$547,509
Previous $482 Million 7.59%
% 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
$44.01 - $48.16 $363,610 - $397,897
8,262 New
8,262 $373 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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