Wedgewood Investors Inc Schwab Strategic Tr Us Large C Transaction History

Wedgewood Investors Inc

  • $89.7 Million
  • Q3 2024

A detailed history of Wedgewood Investors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedgewood Investors Inc holds 33,948 shares of SCHX stock, worth $794,383. This represents 2.57% of its overall portfolio holdings.

Number of Shares
33,948
Previous 33,991 0.13%
Holding current value
$794,383
Previous $2.18 Million 5.5%
% of portfolio
2.57%
Previous 2.64%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $2,627 - $2,917
-43 Reduced 0.13%
33,948 $2.3 Million
Q2 2024

Jul 25, 2024
BUY
$58.7 - $64.78 $421,994 - $465,703
7,189 Added 26.82%
33,991 $2.18 Million
Q4 2023

Feb 05, 2024
SELL
$48.47 - $56.6 $148,802 - $173,762
-3,070 Reduced 10.28%
26,802 $1.51 Million
Q3 2023

Nov 06, 2023
SELL
$50.36 - $54.21 $5,036 - $5,421
-100 Reduced 0.33%
29,872 $1.51 Million
Q1 2023

Apr 27, 2023
SELL
$44.78 - $49.41 $7,075 - $7,806
-158 Reduced 0.52%
29,972 $1.45 Million
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $745,868 - $862,772
15,065 Added 100.0%
30,130 $1.62 Million
Q2 2021

Jul 23, 2021
SELL
$48.62 - $52.01 $1,944 - $2,080
-40 Reduced 0.26%
15,065 $1.57 Million
Q1 2021

Apr 28, 2021
BUY
$44.9 - $48.34 $18,858 - $20,302
420 Added 2.86%
15,105 $1.45 Million
Q4 2020

Feb 04, 2021
BUY
$39.35 - $45.48 $325,385 - $376,074
8,269 Added 128.88%
14,685 $1.34 Million
Q3 2017

Oct 31, 2017
BUY
N/A
6,416
6,416 $385,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Wedgewood Investors Inc Portfolio

Follow Wedgewood Investors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wedgewood Investors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email