A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verum Partners LLC holds 31,659 shares of SCHX stock, worth $734,488. This represents 0.63% of its overall portfolio holdings.

Number of Shares
31,659
Previous 31,573 0.27%
Holding current value
$734,488
Previous $2.03 Billion 5.89%
% of portfolio
0.63%
Previous 0.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$61.11 - $67.85 $5,255 - $5,835
86 Added 0.27%
31,659 $2.15 Billion
Q2 2024

Jul 15, 2024

SELL
$58.7 - $64.78 $7,220 - $7,967
-123 Reduced 0.39%
31,573 $2.03 Billion
Q1 2024

Apr 18, 2024

SELL
$55.41 - $62.08 $67,156 - $75,240
-1,212 Reduced 3.68%
31,696 $1.97 Billion
Q4 2023

Jan 18, 2024

BUY
$48.47 - $56.6 $340,598 - $397,728
7,027 Added 27.15%
32,908 $1.86 Billion
Q3 2023

Oct 10, 2023

BUY
$50.36 - $54.21 $1,309 - $1,409
26 Added 0.1%
25,881 $1.31 Billion
Q2 2023

Jul 24, 2023

BUY
$47.67 - $52.37 $1,144 - $1,256
24 Added 0.09%
25,855 $1.35 Billion
Q1 2023

Apr 13, 2023

SELL
$44.78 - $49.41 $38,152 - $42,097
-852 Reduced 3.19%
25,831 $1.25 Billion
Q4 2022

Jan 25, 2023

BUY
$42.25 - $48.16 $1.13 Million - $1.29 Million
26,683 New
26,683 $1.2 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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