Wealth Care Investment Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Wealth Care Investment Partners, LLC

  • $198 Million
  • Q1 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 3,270 shares of SCHX stock, worth $212,975. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,270
Holding current value
$212,975
% of portfolio
0.1%

Shares

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

Apr 15, 2024
BUY
$55.41 - $62.08 $181,190 - $203,001
3,270 New
3,270 $202,000
Q4 2022

Jan 19, 2023
BUY
$44.01 - $48.16 $261,243 - $285,877
5,936 New
5,936 $0
Q2 2022

Jul 18, 2022
SELL
N/A
-3,807 Closed
0 $0
Q1 2022

Apr 14, 2022
BUY
N/A
1,945 Added 104.46%
3,807 $201,000
Q4 2021

Feb 07, 2022
BUY
N/A
1,862 New
1,862 $212,000

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

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