Wiser Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 63,794 shares of SCHX stock, worth $1.49 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

63,794

Previous 68,873 7.37%

Holding current value

$1.49 Million

Previous $1.6 Billion 11.77%

% of portfolio

2.08%

Previous 2.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.75 - $24.28 $110,468 - $123,318	-5,079 Reduced 7.37%	63,794 $1.41 Billion
Q4 2024 Feb 05, 2025	BUY	$22.4 - $68.28 $1.04 Million - $3.17 Million	46,362 Added 205.95%	68,873 $1.6 Billion
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $17,355 - $19,269	284 Added 1.28%	22,511 $1.53 Billion
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $1,056 - $1,166	-18 Reduced 0.08%	22,227 $1.43 Billion
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $5,153 - $5,773	-93 Reduced 0.42%	22,245 $1.38 Billion
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $1.08 Million - $1.26 Million	22,338 New	22,338 $1.26 Billion

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Wiser Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History