Visionary Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Visionary Wealth Advisors holds 41,546 shares of SCHX stock, worth $972,176. This represents 0.18% of its overall portfolio holdings.

Number of Shares

41,546

Previous 41,398 0.36%

Holding current value

$972,176

Previous $2.66 Million 5.98%

% of portfolio

0.18%

Previous 0.18%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $9,044 - $10,041	148 Added 0.36%	41,546 $2.82 Million
Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $176,863 - $195,182	3,013 Added 7.85%	41,398 $2.66 Million
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $157,586 - $176,555	2,844 Added 8.0%	38,385 $2.38 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $134,843 - $157,461	2,782 Added 8.49%	35,541 $2 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $221,432 - $238,361	4,397 Added 15.5%	32,759 $1.66 Million
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $32,129 - $35,297	674 Added 2.43%	28,362 $1.49 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $96,635 - $106,626	2,158 Added 8.45%	27,688 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $181,675 - $207,087	4,300 Added 20.25%	25,530 $1.15 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $17,617 - $21,220	416 Added 2.0%	21,230 $899,000
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $17,123 - $21,531	-395 Reduced 1.86%	20,814 $930,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $636,896 - $736,721	12,864 Added 154.15%	21,209 $1.14 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $52,834 - $58,321	1,018 Added 13.89%	8,345 $950,000
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $73,673 - $78,564	1,430 Added 24.25%	7,327 $762,000
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $66,949 - $71,617	-1,377 Reduced 18.93%	5,897 $613,000
Q1 2021 May 18, 2021	SELL	$44.9 - $48.34 $68,966 - $74,250	-1,536 Reduced 17.43%	7,274 $699,000
Q4 2020 Feb 16, 2021	SELL	$39.35 - $45.48 $101,837 - $117,702	-2,588 Reduced 22.71%	8,810 $801,000
Q3 2020 Nov 16, 2020	BUY	$37.26 - $43.03 $18,853 - $21,773	506 Added 4.65%	11,398 $919,000
Q2 2020 Aug 14, 2020	SELL	$29.25 - $38.76 $3.39 Million - $4.49 Million	-115,912 Reduced 91.41%	10,892 $807,000
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $1.14 Million - $1.73 Million	-42,792 Reduced 25.23%	126,804 $7.77 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $5.84 Million - $6.54 Million	169,596 New	169,596 $13 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

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Schwab Strategic Tr Us Large C Transaction History