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

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Executive Wealth Management, LLC holds 18,677 shares of SCHX stock, worth $495,687. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,677
Previous 5,674 229.17%
Holding current value
$495,687
Previous $384,000 12.5%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Feb 13, 2025
BUY
$22.4 - $68.28 $291,267 - $887,844
13,003 Added 229.17%
18,677 $432,000
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $346,738 - $384,980
5,674 New
5,674 $384,000

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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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