Westshore Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Westshore Wealth, LLC

  • $256 Million
  • Q2 2025

A detailed history of Westshore Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westshore Wealth, LLC holds 14,782 shares of SCHX stock, worth $386,697. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,782
Previous 14,739 0.29%
Holding current value
$386,697
Previous $325,000 11.08%
% of portfolio
0.14%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$19.6 - $24.44 $842 - $1,050
43 Added 0.29%
14,782 $361,000
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $214,389 - $239,327
9,857 Added 201.9%
14,739 $325,000
Q4 2024

May 28, 2025
SELL
$22.4 - $68.28 $1,030 - $3,140
-46 Reduced 0.31%
14,693 $340,000
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $1,833 - $2,035
30 Added 0.62%
4,882 $331,000
Q1 2024

Oct 31, 2024
BUY
$55.41 - $62.08 $886 - $993
16 Added 0.33%
4,852 $301,000
Q4 2023

Feb 15, 2024
BUY
$48.47 - $56.6 $969 - $1,132
20 Added 0.42%
4,836 $272,000
Q3 2023

Feb 15, 2024
BUY
$50.36 - $54.21 $906 - $975
18 Added 0.38%
4,816 $243,000
Q2 2023

Sep 05, 2023
BUY
$47.67 - $52.37 $810 - $890
17 Added 0.36%
4,798 $251,000
Q1 2023

May 12, 2023
BUY
$44.78 - $49.41 $850 - $938
19 Added 0.4%
4,781 $231,000
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $887 - $1,011
21 Added 0.44%
4,762 $215,000
Q3 2022

Nov 02, 2022
BUY
$42.35 - $51.01 $847 - $1,020
20 Added 0.42%
4,741 $201,000
Q2 2022

Jul 15, 2022
BUY
$43.35 - $54.51 $823 - $1,035
19 Added 0.4%
4,721 $211,000
Q1 2022

May 10, 2022
BUY
$49.51 - $57.27 $116,744 - $135,042
2,358 Added 100.6%
4,702 $253,000
Q4 2021

Feb 17, 2022
BUY
$51.9 - $57.29 $121,653 - $134,287
2,344 New
2,344 $267,000

Others Institutions Holding SCHX

# of Institutions
1,569
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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