Wt Wealth Management Schwab Strategic Tr Long Term Transaction History

Wt Wealth Management

  • $300 Million
  • Q1 2025

A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wt Wealth Management holds 87,388 shares of SCHQ stock, worth $2.73 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
87,388
Previous 103,196 15.32%
Holding current value
$2.73 Million
Previous $3.24 Million 11.75%
% of portfolio
0.95%
Previous 1.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$30.72 - $33.22 $485,621 - $525,141
-15,808 Reduced 15.32%
87,388 $2.86 Million
Q4 2024

Feb 04, 2025
BUY
$31.33 - $35.13 $18,578 - $20,832
593 Added 0.58%
103,196 $3.24 Million
Q3 2024

Oct 21, 2024
BUY
$32.17 - $35.98 $3.3 Million - $3.69 Million
102,603 New
102,603 $3.59 Million

Others Institutions Holding SCHQ

# of Institutions
108
Shares Held
18M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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