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 $1.6 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
63,794
Previous 68,873 7.37%
Holding current value
$1.6 Million
Previous $1.6 Billion 11.77%
% of portfolio
2.08%
Previous 2.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,539
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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