Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History

Wbh Advisory Inc

$964 Million
Q1 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wbh Advisory Inc holds 289,602 shares of SCHX stock, worth $19 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

289,602

Previous 289,184 0.14%

Holding current value

$19 Million

Previous $16.3 Million 10.2%

% of portfolio

1.86%

Previous 1.83%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $23,161 - $25,949	418 Added 0.14%	289,602 $18 Million
Q4 2023 Jan 09, 2024	BUY	$48.47 - $56.6 $84,434 - $98,597	1,742 Added 0.61%	289,184 $16.3 Million
Q3 2023 Oct 10, 2023	BUY	$50.36 - $54.21 $233,670 - $251,534	4,640 Added 1.64%	287,442 $14.5 Million
Q2 2023 Jul 12, 2023	BUY	$47.67 - $52.37 $180,526 - $198,325	3,787 Added 1.36%	282,802 $14.8 Million
Q1 2023 Apr 20, 2023	BUY	$44.78 - $49.41 $1.58 Million - $1.74 Million	35,270 Added 14.47%	279,015 $13.5 Million

Q3 2022 Oct 18, 2022	SELL	N/A	-5,218 Reduced 2.1%	243,745 $10.3 Million
Q2 2022 Jul 12, 2022	BUY	N/A	10,284 Added 4.31%	248,963 $11.3 Million
Q1 2022 Apr 29, 2022	BUY	N/A	119,794 Added 100.76%	238,679 $0
Q4 2021 Jan 28, 2022	BUY	N/A	10,124 Added 9.31%	118,885 $13.5 Million
Q3 2021 Oct 25, 2021	BUY	N/A	6,925 Added 6.8%	108,761 $11.3 Million
Q2 2021 Jul 27, 2021	BUY	N/A	4,066 Added 4.16%	101,836 $10.9 Million
Q1 2021 Apr 19, 2021	BUY	N/A	3,823 Added 4.07%	97,770 $9.39 Million
Q4 2020 Jan 21, 2021	BUY	N/A	5,896 Added 6.7%	93,947 $8.8 Million
Q3 2020 Oct 27, 2020	BUY	N/A	16,524 Added 23.1%	88,051 $7.1 Million
Q2 2020 Aug 05, 2020	BUY	N/A	8,196 Added 12.94%	71,527 $5.3 Million
Q1 2020 May 07, 2020	SELL	N/A	-15,527 Reduced 19.69%	63,331 $3.88 Million
Q4 2019 Jan 27, 2020	BUY	N/A	2,859 Added 3.76%	78,858 $6.06 Million
Q3 2019 Oct 25, 2019	BUY	N/A	4,986 Added 7.02%	75,999 $5.39 Million
Q2 2019 Aug 02, 2019	BUY	N/A	6,125 Added 9.44%	71,013 $4.98 Million
Q1 2019 Apr 22, 2019	BUY	N/A	4,755 Added 7.91%	64,888 $4.39 Million
Q4 2018 Jan 29, 2019	BUY	N/A	14,460 Added 31.66%	60,133 $3.59 Million
Q3 2018 Oct 29, 2018	BUY	N/A	77 Added 0.17%	45,673 $3.18 Million
Q2 2018 Jul 31, 2018	BUY	N/A	4,370 Added 10.6%	45,596 $2.96 Million
Q1 2018 Apr 30, 2018	BUY	N/A	1,557 Added 3.92%	41,226 $2.6 Million
Q4 2017 Jan 31, 2018	BUY	N/A	2,776 Added 7.52%	39,669 $2.53 Million
Q3 2017 Nov 29, 2017	BUY	N/A	36,893	36,893 $2.22 Million

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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