Watershed Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Watershed Private Wealth LLC

$250 Billion
Q1 2025

A detailed history of Watershed Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Watershed Private Wealth LLC holds 32,348 shares of SCHX stock, worth $710,362. This represents 0.29% of its overall portfolio holdings.

Number of Shares

32,348

Previous 32,349 0.0%

Holding current value

$710,362

Previous $750 Million 4.75%

% of portfolio

0.29%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$21.75 - $24.28 $21 - $24	-1 Reduced -0.0%	32,348 $714 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $485,273 - $1.48 Million	21,664 Added 202.75%	32,349 $750 Million
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $89,487 - $100,259	1,615 Added 17.81%	10,685 $663 Million
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $90,881 - $106,125	-1,875 Reduced 17.13%	9,070 $512 Million
Q1 2023 May 11, 2023	BUY	$44.78 - $49.41 $174,597 - $192,649	3,899 Added 55.34%	10,945 $529 Million
Q4 2022 Feb 10, 2023	BUY	$42.25 - $48.16 $297,693 - $339,335	7,046 New	7,046 $318 Million

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Watershed Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History