Wealthquest Corp Schwab Strategic Tr Us Large C Transaction History

Wealthquest Corp

$897 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $101,384 - $109,151	-2,258 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$39.35 - $45.48 $38,444 - $44,433	-977 Reduced 30.2%	2,258 $205,000
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $13,599 - $15,705	-365 Reduced 10.14%	3,235 $260,000
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $133,994 - $177,559	-4,581 Reduced 56.0%	3,600 $266,000
Q4 2019 Feb 18, 2020	SELL	$34.42 - $38.54 $64,124 - $71,800	-1,863 Reduced 18.55%	8,181 $628,000
Q3 2019 Oct 18, 2019	SELL	$35.28 - $36.01 $94,691 - $96,650	-2,684 Reduced 21.09%	10,044 $712,000
Q2 2019 Jul 22, 2019	SELL	N/A	-1,530 Reduced 10.73%	12,728 $893,000
Q1 2019 Apr 18, 2019	BUY	N/A	1,255 Added 9.65%	14,258 $963,000
Q4 2018 Jan 23, 2019	BUY	N/A	13,003 New	13,003 $776,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.