Fwl Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Fwl Investment Management, LLC

  • $273 Million
  • Q4 2024

A detailed history of Fwl Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fwl Investment Management, LLC holds 8,805 shares of SCHX stock, worth $207,005. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,805
Previous 2,940 199.49%
Holding current value
$207,005
Previous $199,000 2.51%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Feb 14, 2025
BUY
$22.4 - $68.28 $131,376 - $400,462
5,865 Added 199.49%
8,805 $204,000
Q3 2024

Nov 14, 2024
SELL
$61.11 - $67.85 $6,111 - $6,784
-100 Reduced 3.29%
2,940 $199,000
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $19,242 - $22,470
-397 Reduced 11.55%
3,040 $171,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $173,087 - $186,319
3,437 New
3,437 $173,000
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $176,816 - $201,549
4,185 New
4,185 $188,000

Others Institutions Holding SCHX

# of Institutions
1,470
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
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email