Wealth Group LTD Schwab Strategic Tr Us Large C Transaction History

Wealth Group LTD

$341 Billion
Q1 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Group LTD holds 116,133 shares of SCHX stock, worth $2.71 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

116,133

Previous 117,263 0.96%

Holding current value

$2.71 Million

Previous $2.72 Billion 5.66%

% of portfolio

0.75%

Previous 0.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$21.75 - $24.28 $24,577 - $27,436	-1,130 Reduced 0.96%	116,133 $2.56 Billion
Q4 2024 Jan 08, 2025	BUY	$22.4 - $68.28 $1.75 Million - $5.32 Million	77,928 Added 198.11%	117,263 $2.72 Billion
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $14,727 - $16,351	-241 Reduced 0.61%	39,335 $2.67 Billion
Q2 2024 Jul 09, 2024	SELL	$58.7 - $64.78 $117 - $129	-2 Reduced 0.01%	39,576 $2.54 Billion
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $1.92 Million - $2.24 Million	39,578 New	39,578 $2.32 Billion

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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