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

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 16,785 shares of SCHX stock, worth $394,615. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,785
Previous 6,301 166.39%
Holding current value
$394,615
Previous $427,000 8.9%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 10, 2025
BUY
$22.4 - $68.28 $234,841 - $715,847
10,484 Added 166.39%
16,785 $389,000
Q3 2024

Oct 07, 2024
SELL
$61.11 - $67.85 $13,383 - $14,859
-219 Reduced 3.36%
6,301 $427,000
Q1 2024

Apr 10, 2024
BUY
$55.41 - $62.08 $361,273 - $404,761
6,520 New
6,520 $404,000

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
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
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