Watershed Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Watershed Private Wealth LLC

  • $251 Billion
  • Q3 2024

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Watershed Private Wealth LLC holds 10,685 shares of SCHX stock, worth $250,028. This represents 0.29% of its overall portfolio holdings.

Number of Shares
10,685
Previous 10,685 -0.0%
Holding current value
$250,028
Previous $687 Million 5.6%
% of portfolio
0.29%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$55.41 - $62.08 $89,487 - $100,259
1,615 Added 17.81%
10,685 $663 Million
Q4 2023

Feb 07, 2024
SELL
$48.47 - $56.6 $90,881 - $106,125
-1,875 Reduced 17.13%
9,070 $512 Million
Q1 2023

May 11, 2023
BUY
$44.78 - $49.41 $174,597 - $192,649
3,899 Added 55.34%
10,945 $529 Million
Q4 2022

Feb 10, 2023
BUY
$42.25 - $48.16 $297,693 - $339,335
7,046 New
7,046 $318 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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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