Williams Jones Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Williams Jones Wealth Management, Llc.

  • $8.19 Billion
  • Q2 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 27,965 shares of SCHX stock, worth $733,521. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,965
Previous 27,965 -0.0%
Holding current value
$733,521
Previous $617,000 10.7%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $96,483 - $107,706
4,436 Added 18.85%
27,965 $617,000
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $350,336 - $1.07 Million
15,640 Added 198.25%
23,529 $545,000
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $12,160 - $13,502
199 Added 2.59%
7,889 $535,000
Q2 2024

Aug 05, 2024
BUY
$58.7 - $64.78 $1,174 - $1,295
20 Added 0.26%
7,690 $494,000
Q1 2024

May 07, 2024
BUY
$55.41 - $62.08 $3,934 - $4,407
71 Added 0.93%
7,670 $476,000
Q4 2023

Feb 14, 2024
SELL
$48.47 - $56.6 $5,380 - $6,282
-111 Reduced 1.44%
7,599 $428,000
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $32,582 - $35,073
647 Added 9.16%
7,710 $390,000
Q2 2023

Aug 14, 2023
BUY
$47.67 - $52.37 $40,281 - $44,252
845 Added 13.59%
7,063 $369,000
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $278,442 - $307,231
6,218 New
6,218 $300,000
Q2 2022

Aug 15, 2022
SELL
$43.35 - $54.51 $164,513 - $206,865
-3,795 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $94,217 - $108,984
1,903 Added 100.58%
3,795 $204,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $98,194 - $108,392
1,892 New
1,892 $215,000

Others Institutions Holding SCHX

# of Institutions
1,565
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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