Gem Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Gem Asset Management, LLC

$179 Billion
Q4 2024

A detailed history of Gem Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gem Asset Management, LLC holds 12,857 shares of SCHX stock, worth $311,139. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,857

Previous 4,285 200.05%

Holding current value

$311,139

Previous $288 Million 3.52%

% of portfolio

0.17%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $192,012 - $585,296	8,572 Added 200.05%	12,857 $298 Million
Q3 2024 Oct 09, 2024	SELL	$61.11 - $67.85 $2,933 - $3,256	-48 Reduced 1.11%	4,285 $288 Million
Q2 2024 Aug 07, 2024	SELL	$58.7 - $64.78 $13,383 - $14,769	-228 Reduced 5.0%	4,333 $278 Million
Q1 2024 Apr 30, 2024	BUY	$55.41 - $62.08 $110 - $124	2 Added 0.04%	4,561 $271 Million
Q4 2023 Feb 09, 2024	BUY	$48.47 - $56.6 $29,372 - $34,299	606 Added 15.33%	4,559 $257 Million
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $188,439 - $207,018	3,953 New	3,953 $207 Million

Others Institutions Holding SCHX

# of Institutions

1,460

Shares Held

1.06B

Call Options Held

51.4K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gem Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gem Asset Management, LLC with notifications on news.

Account

Gem Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History