Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 147,445 shares of SCHX stock, worth $3.45 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

147,445

Previous 230,218 35.95%

Holding current value

$3.45 Million

Previous $14.8 Million 32.36%

% of portfolio

0.29%

Previous 0.47%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $5.06 Million - $5.62 Million	-82,773 Reduced 35.95%	147,445 $10 Million
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $2.38 Million - $2.62 Million	-40,519 Reduced 14.97%	230,218 $14.8 Million
Q1 2024 Apr 15, 2024	SELL	$55.41 - $62.08 $6.67 Million - $7.47 Million	-120,288 Reduced 30.76%	270,737 $16.8 Million
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $3.26 Million - $3.81 Million	67,322 Added 20.8%	391,025 $22.1 Million
Q3 2023 Oct 12, 2023	BUY	$50.36 - $54.21 $1.16 Million - $1.25 Million	23,087 Added 7.68%	323,703 $16.4 Million
Q2 2023 Jul 17, 2023	BUY	$47.67 - $52.37 $8.01 Million - $8.79 Million	167,931 Added 126.56%	300,616 $15.7 Million
Q1 2023 May 04, 2023	BUY	$44.78 - $49.41 $458,412 - $505,810	10,237 Added 8.36%	132,685 $6.42 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $2.86 Million - $3.26 Million	67,677 Added 123.56%	122,448 $5.53 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $241,818 - $291,267	-5,710 Reduced 9.44%	54,771 $2.32 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $326,555 - $410,623	7,533 Added 14.23%	60,481 $2.7 Million
Q1 2022 Apr 15, 2022	BUY	$49.51 - $57.27 $1.39 Million - $1.61 Million	28,066 Added 112.8%	52,948 $2.85 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $247,251 - $272,929	4,764 Added 23.68%	24,882 $0
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $284,081 - $302,939	5,514 Added 37.76%	20,118 $2.09 Million
Q2 2021 Aug 16, 2021	BUY	$48.62 - $52.01 $95,489 - $102,147	1,964 Added 15.54%	14,604 $1.52 Million
Q1 2021 Apr 30, 2021	BUY	$44.9 - $48.34 $86,342 - $92,957	1,923 Added 17.94%	12,640 $1.21 Million
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $107,937 - $124,751	-2,743 Reduced 20.38%	10,717 $975,000
Q3 2020 Oct 29, 2020	SELL	$37.26 - $43.03 $4,955 - $5,722	-133 Reduced 0.98%	13,460 $1.09 Million
Q2 2020 Jul 29, 2020	SELL	$29.25 - $38.76 $50,427 - $66,822	-1,724 Reduced 11.26%	13,593 $1.01 Million
Q1 2020 Apr 29, 2020	SELL	$26.61 - $40.52 $1.03 Million - $1.56 Million	-38,569 Reduced 71.58%	15,317 $938,000
Q4 2019 Jan 29, 2020	SELL	$34.42 - $38.54 $66,637 - $74,613	-1,936 Reduced 3.47%	53,886 $4.14 Million
Q3 2019 Oct 17, 2019	SELL	$35.28 - $36.01 $50,309 - $51,350	-1,426 Reduced 2.49%	55,822 $3.96 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-360 Reduced 0.62%	57,248 $4.02 Million
Q1 2019 May 13, 2019	SELL	N/A	-1,296 Reduced 2.2%	57,608 $3.9 Million
Q4 2018 Feb 14, 2019	BUY	N/A	58,055 Added 6838.04%	58,904 $3.52 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-160 Reduced 15.86%	849 $59,000
Q1 2018 May 15, 2018	BUY	N/A	1,009 New	1,009 $64,000

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Large C Transaction History