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

Wms Partners, LLC

$1.74 Billion
Q4 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 74,766 shares of SCHX stock, worth $1.78 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

74,766

Previous 24,922 200.0%

Holding current value

$1.78 Million

Previous $1.69 Million 2.54%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $1.12 Million - $3.4 Million	49,844 Added 200.0%	74,766 $1.73 Million
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

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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