Wr Wealth Planners, LLC Schwab Strategic Tr Us Large C Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 120 shares of SCHX stock, worth $2,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares
120
Previous 40 200.0%
Holding current value
$2,865
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $1,792 - $5,462
80 Added 200.0%
120 $2,000
Q2 2024

Jul 31, 2024
SELL
$58.7 - $64.78 $469 - $518
-8 Reduced 16.67%
40 $2,000
Q1 2024

Jul 31, 2024
BUY
$55.41 - $62.08 $2,659 - $2,979
48 New
48 $2,000

Others Institutions Holding SCHX

# of Institutions
1,386
Shares Held
519M
Call Options Held
34.3K
Put Options Held
1.2K
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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