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

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 40,160 shares of SCHX stock, worth $939,744. This represents 0.38% of its overall portfolio holdings.

Number of Shares

40,160

Previous 40,104 0.14%

Holding current value

$939,744

Previous $2.58 Million 5.75%

% of portfolio

0.38%

Previous 0.4%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$61.11 - $67.85 $3,422 - $3,799	56 Added 0.14%	40,160 $2.72 Million
Q2 2024 Jul 26, 2024	BUY	$58.7 - $64.78 $63,572 - $70,156	1,083 Added 2.78%	40,104 $2.58 Million
Q1 2024 Apr 29, 2024	BUY	$55.41 - $62.08 $83,890 - $93,989	1,514 Added 4.04%	39,021 $2.42 Million
Q4 2023 Jan 23, 2024	BUY	$48.47 - $56.6 $1,987 - $2,320	41 Added 0.11%	37,507 $2.12 Million
Q3 2023 Oct 25, 2023	BUY	$50.36 - $54.21 $17,575 - $18,919	349 Added 0.94%	37,466 $1.9 Million
Q2 2023 Aug 03, 2023	BUY	$47.67 - $52.37 $102,681 - $112,804	2,154 Added 6.16%	37,117 $1.94 Million
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $63,005 - $69,519	1,407 Added 4.19%	34,963 $1.69 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $240,994 - $274,704	5,704 Added 20.48%	33,556 $1.52 Million
Q3 2022 Nov 04, 2022	BUY	$42.35 - $51.01 $46,542 - $56,059	1,099 Added 4.11%	27,852 $1.18 Million
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $52,193 - $65,630	1,204 Added 4.71%	26,753 $1.2 Million
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $1.26 Million - $1.46 Million	25,549 New	25,549 $1.38 Million
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $345,544 - $368,482	-6,707 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$48.62 - $52.01 $38,652 - $41,347	795 Added 13.45%	6,707 $697,000
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $72,917 - $78,504	-1,624 Reduced 21.55%	5,912 $568,000
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $295,597 - $341,645	7,512 Added 31300.0%	7,536 $685,000
Q3 2020 Oct 30, 2020	BUY	$37.26 - $43.03 $894 - $1,032	24 New	24 $2,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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