A detailed history of Wade G W & Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wade G W & Inc holds 65,910 shares of SCHX stock, worth $1.54 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
65,910
Previous 58,509 12.65%
Holding current value
$1.54 Million
Previous $2.96 Million 25.53%
% of portfolio
0.12%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$48.47 - $56.6 $358,726 - $418,896
7,401 Added 12.65%
65,910 $3.72 Million
Q3 2023

Nov 08, 2023

BUY
$50.36 - $54.21 $16,568 - $17,835
329 Added 0.57%
58,509 $2.96 Million
Q2 2023

Aug 10, 2023

BUY
$47.67 - $52.37 $24,168 - $26,551
507 Added 0.88%
58,180 $3.05 Million
Q1 2023

May 09, 2023

SELL
$44.78 - $49.41 $5,060 - $5,583
-113 Reduced 0.2%
57,673 $2.79 Million
Q4 2022

Feb 10, 2023

BUY
$42.25 - $48.16 $211 - $240
5 Added 0.01%
57,786 $2.61 Million
Q3 2022

Nov 10, 2022

BUY
$42.35 - $51.01 $2.23 Million - $2.69 Million
52,732 Added 1044.4%
57,781 $2.45 Million
Q2 2022

Aug 09, 2022

SELL
$43.35 - $54.51 $1,994 - $2,507
-46 Reduced 0.9%
5,049 $226,000
Q1 2022

May 10, 2022

BUY
$49.51 - $57.27 $126,200 - $145,981
2,549 Added 100.12%
5,095 $274,000
Q4 2021

Feb 09, 2022

BUY
$51.9 - $57.29 $20,448 - $22,572
394 Added 18.31%
2,546 $290,000
Q3 2021

Nov 03, 2021

SELL
$51.52 - $54.94 $5,048 - $5,384
-98 Reduced 4.36%
2,152 $224,000
Q2 2021

Aug 12, 2021

SELL
$48.62 - $52.01 $54,697 - $58,511
-1,125 Reduced 33.33%
2,250 $234,000
Q1 2021

May 05, 2021

BUY
$44.9 - $48.34 $151,537 - $163,147
3,375 New
3,375 $324,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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