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 $272,043. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,726
Previous 11,726 -0.0%
Holding current value
$272,043
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
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Wade Financial Advisory, Inc Portfolio

Follow Wade Financial Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email