Wade Financial Advisory, Inc Schwab Strategic Tr Us Large C Transaction History

Wade Financial Advisory, Inc

  • $296 Million
  • Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 11,726 shares of SCHX stock, worth $280,134. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,726
Previous 11,726 -0.0%
Holding current value
$280,134
Previous $753,000 5.58%
% of portfolio
0.27%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 12, 2023
SELL
$42.25 - $48.16 $119,229 - $135,907
-2,822 Reduced 19.4%
11,726 $0
Q2 2022

Aug 05, 2022
BUY
$43.35 - $54.51 $26,443 - $33,251
610 Added 4.38%
14,548 $650,000
Q1 2022

Apr 21, 2022
BUY
$49.51 - $57.27 $350,877 - $405,872
7,087 Added 103.44%
13,938 $751,000
Q2 2021

Jul 29, 2021
BUY
$48.62 - $52.01 $4,862 - $5,201
100 Added 1.48%
6,851 $712,000
Q2 2020

Jul 16, 2020
SELL
$29.25 - $38.76 $1,053 - $1,395
-36 Reduced 0.53%
6,751 $500,000
Q4 2019

Feb 11, 2020
BUY
$34.42 - $38.54 $233,608 - $261,570
6,787 New
6,787 $521,000

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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