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

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, 49 Wealth Management, LLC holds 13,163 shares of SCHX stock, worth $273,658. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,163
Previous 4,791 174.74%
Holding current value
$273,658
Previous $325 Million 6.13%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 14, 2025
BUY
$22.4 - $68.28 $187,532 - $571,640
8,372 Added 174.74%
13,163 $305 Million
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $292,778 - $325,069
4,791 New
4,791 $325 Million

Others Institutions Holding SCHX

# of Institutions
1,478
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
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 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, 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 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email