Verum Partners LLC Schwab Strategic Tr Us Large C Transaction History

Verum Partners LLC

$347 Billion
Q4 2024

A detailed history of Verum Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verum Partners LLC holds 91,757 shares of SCHX stock, worth $2.16 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

91,757

Previous 31,659 189.83%

Holding current value

$2.16 Million

Previous $2.15 Billion 0.98%

% of portfolio

0.61%

Previous 0.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$22.4 - $68.28 $1.35 Million - $4.1 Million	60,098 Added 189.83%	91,757 $2.13 Billion
Q3 2024 Oct 16, 2024	BUY	$61.11 - $67.85 $5,255 - $5,835	86 Added 0.27%	31,659 $2.15 Billion
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $7,220 - $7,967	-123 Reduced 0.39%	31,573 $2.03 Billion
Q1 2024 Apr 18, 2024	SELL	$55.41 - $62.08 $67,156 - $75,240	-1,212 Reduced 3.68%	31,696 $1.97 Billion
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $340,598 - $397,728	7,027 Added 27.15%	32,908 $1.86 Billion
Q3 2023 Oct 10, 2023	BUY	$50.36 - $54.21 $1,309 - $1,409	26 Added 0.1%	25,881 $1.31 Billion
Q2 2023 Jul 24, 2023	BUY	$47.67 - $52.37 $1,144 - $1,256	24 Added 0.09%	25,855 $1.35 Billion
Q1 2023 Apr 13, 2023	SELL	$44.78 - $49.41 $38,152 - $42,097	-852 Reduced 3.19%	25,831 $1.25 Billion
Q4 2022 Jan 25, 2023	BUY	$42.25 - $48.16 $1.13 Million - $1.29 Million	26,683 New	26,683 $1.2 Billion

Others Institutions Holding SCHX

# of Institutions

1,469

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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Verum Partners LLC Schwab Strategic Tr Us Large C Transaction History