Corepath Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History

Corepath Wealth Partners LLC

  • $103 Million
  • Q4 2024

A detailed history of Corepath Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 9,375 shares of SCHX stock, worth $213,187. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,375
Previous 9,300 0.81%
Holding current value
$213,187
Previous $631,000 65.61%
% of portfolio
0.21%
Previous 0.61%

Shares

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

Jan 17, 2025
BUY
$22.4 - $68.28 $1,680 - $5,121
75 Added 0.81%
9,375 $217,000
Q3 2024

Oct 15, 2024
BUY
$61.11 - $67.85 $568,323 - $631,005
9,300 New
9,300 $631,000
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $4.22 Million - $4.88 Million
107,300 New
107,300 $9.76 Million

Others Institutions Holding SCHX

# of Institutions
1,475
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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