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

Wms Partners, LLC

  • $1.7 Billion
  • Q3 2024

A detailed history of Wms Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wms Partners, LLC holds 24,922 shares of SCHX stock, worth $595,386. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,922
Previous 4,504 453.33%
Holding current value
$595,386
Previous $289,000 484.78%
% of portfolio
0.1%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $1.25 Million - $1.39 Million
20,418 Added 453.33%
24,922 $1.69 Million
Q2 2024

Aug 14, 2024
BUY
$58.7 - $64.78 $264,384 - $291,769
4,504 New
4,504 $289,000
Q2 2019

Aug 13, 2019
SELL
N/A
-6,648 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
6,648 New
6,648 $449,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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