Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Large C Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 5,320 shares of SCHX stock, worth $125,073. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,320

Previous 1,774 199.89%

Holding current value

$125,073

Previous $120,000 2.5%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$22.4 - $68.28 $79,430 - $242,120	3,546 Added 199.89%	5,320 $123,000
Q2 2024 Aug 12, 2024	BUY	$58.7 - $64.78 $58 - $64	1 Added 0.06%	1,774 $113,000
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $61,726 - $69,157	1,114 Added 169.04%	1,773 $110,000
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $1,913 - $2,059	-38 Reduced 5.45%	659 $33,000
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $4,004 - $4,399	-84 Reduced 10.76%	697 $36,000
Q2 2022 Aug 16, 2022	SELL	$43.35 - $54.51 $6,459 - $8,121	-149 Reduced 16.02%	781 $35,000
Q1 2022 May 17, 2022	BUY	$49.51 - $57.27 $23,022 - $26,630	465 Added 100.0%	930 $50,000
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $2,335 - $2,578	-45 Reduced 8.82%	465 $53,000
Q1 2020 May 11, 2020	BUY	$26.61 - $40.52 $13,571 - $20,665	510 New	510 $31,000

Others Institutions Holding SCHX

# of Institutions

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Large C Transaction History