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 10,268 shares of SCHX stock, worth $238,217. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,268
Previous 47,620 78.44%
Holding current value
$238,217
Previous $3.06 Million 77.25%
% of portfolio
0.04%
Previous 0.19%

Shares

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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital 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 Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.