Westmount Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westmount Partners, LLC holds 31,374 shares of SCHX stock, worth $752,348. This represents 0.22% of its overall portfolio holdings.

Number of Shares

31,374

Previous 3,715 744.52%

Holding current value

$752,348

Previous $252 Million 188.53%

% of portfolio

0.22%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $619,561 - $1.89 Million	27,659 Added 744.52%	31,374 $727 Million
Q3 2024 Jan 13, 2025	BUY	$61.11 - $67.85 $227,023 - $252,062	3,715 New	3,715 $252 Million
Q2 2024 Jan 28, 2025	SELL	$58.7 - $64.78 $115,639 - $127,616	-1,970 Reduced 38.7%	3,121 $201 Million
Q1 2024 Jan 28, 2025	SELL	$55.41 - $62.08 $105,168 - $117,827	-1,898 Reduced 27.16%	5,091 $316 Million
Q4 2023 Jan 28, 2025	BUY	$48.47 - $56.6 $145 - $169	3 Added 0.04%	6,989 $394 Million
Q3 2023 Jan 28, 2025	BUY	$50.36 - $54.21 $151 - $162	3 Added 0.04%	6,986 $353 Million
Q2 2023 Jan 28, 2025	SELL	$47.67 - $52.37 $1.16 Million - $1.28 Million	-24,391 Reduced 77.74%	6,983 $366 Million
Q1 2023 Jan 29, 2025	SELL	$44.78 - $49.41 $1.07 Million - $1.19 Million	-23,998 Reduced 76.49%	7,376 $357 Million
Q4 2022 Jan 28, 2025	SELL	$42.25 - $48.16 $1.01 Million - $1.16 Million	-24,003 Reduced 76.51%	7,371 $333 Million

Others Institutions Holding SCHX

# of Institutions

1,372

Shares Held

463M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Westmount Partners, LLC Schwab Strategic Tr Us Large C Transaction History