Connectus Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Connectus Wealth, LLC holds 75,548 shares of SCHX stock, worth $2.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

75,548

Previous 78,410 3.65%

Holding current value

$2.01 Million

Previous $4.42 Million 6.02%

% of portfolio

0.11%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $158,583 - $177,672	-2,862 Reduced 3.65%	75,548 $4.69 Million
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $28,936 - $33,790	-597 Reduced 0.76%	78,410 $4.42 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $6,496 - $6,993	129 Added 0.16%	79,007 $4 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $47,193 - $51,846	-990 Reduced 1.24%	78,878 $4.13 Million
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $132,235 - $145,907	-2,953 Reduced 3.57%	79,868 $3.86 Million

Q4 2022 Feb 07, 2023	SELL	$42.25 - $48.16 $74,148 - $84,520	-1,755 Reduced 2.08%	82,821 $3.74 Million
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $35,446 - $42,695	837 Added 1.0%	84,576 $3.58 Million
Q2 2022 Aug 08, 2022	BUY	$43.35 - $54.51 $3.63 Million - $4.56 Million	83,739 New	83,739 $3.74 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Connectus Wealth, LLC Schwab Strategic Tr Us Large C Transaction History