Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History

Wedmont Private Capital

$1.88 Billion
Q4 2024

A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedmont Private Capital holds 30,815 shares of SCHX stock, worth $676,697. This represents 0.04% of its overall portfolio holdings.

Number of Shares

30,815

Previous 10,268 200.11%

Holding current value

$676,697

Previous $696,000 2.59%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $460,252 - $1.4 Million	20,547 Added 200.11%	30,815 $714,000
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $2.28 Million - $2.53 Million	-37,352 Reduced 78.44%	10,268 $696,000
Q2 2024 Jul 15, 2024	BUY	$58.7 - $64.78 $26,943 - $29,734	459 Added 0.97%	47,620 $3.06 Million
Q1 2024 Apr 10, 2024	BUY	$55.41 - $62.08 $39,839 - $44,635	719 Added 1.55%	47,161 $2.93 Million
Q4 2023 Jan 09, 2024	BUY	$48.47 - $56.6 $1.78 Million - $2.07 Million	36,646 Added 374.09%	46,442 $2.62 Million
Q3 2023 Oct 10, 2023	BUY	$50.36 - $54.21 $493,326 - $531,041	9,796 New	9,796 $495,000

Others Institutions Holding SCHX

# of Institutions

1,479

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Wedmont Private Capital Schwab Strategic Tr Us Large C Transaction History