National Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 17,896 shares of SCHX stock, worth $433,083. This represents 0.28% of its overall portfolio holdings.

Number of Shares
17,896
Previous 4,405 306.27%
Holding current value
$433,083
Previous $299 Million 38.78%
% of portfolio
0.28%
Previous 0.2%

Shares

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

Feb 12, 2025
BUY
$22.4 - $68.28 $302,198 - $921,165
13,491 Added 306.27%
17,896 $415 Million
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $269,189 - $298,879
4,405 New
4,405 $299 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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email