Gen Wealth Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Gen Wealth Group, Inc.

  • $436 Million
  • Q4 2024

A detailed history of Gen Wealth Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 40,921 shares of SCHX stock, worth $989,878. This represents 0.22% of its overall portfolio holdings.

Number of Shares
40,921
Previous 16,249 151.84%
Holding current value
$989,878
Previous $1.1 Million 13.97%
% of portfolio
0.22%
Previous 0.26%

Shares

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

Jan 15, 2025
BUY
$22.4 - $68.28 $552,652 - $1.68 Million
24,672 Added 151.84%
40,921 $948,000
Q3 2024

Oct 11, 2024
SELL
$61.11 - $67.85 $244 - $271
-4 Reduced 0.02%
16,249 $1.1 Million
Q2 2024

Jul 17, 2024
SELL
$58.7 - $64.78 $23,303 - $25,717
-397 Reduced 2.38%
16,253 $1.04 Million
Q1 2024

Apr 11, 2024
BUY
$55.41 - $62.08 $137,472 - $154,020
2,481 Added 17.51%
16,650 $1.03 Million
Q4 2023

Jan 11, 2024
SELL
$48.47 - $56.6 $3,538 - $4,131
-73 Reduced 0.51%
14,169 $799,000
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $74,129 - $79,797
-1,472 Reduced 9.37%
14,242 $720,000
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $122,750 - $134,852
2,575 Added 19.6%
15,714 $822,000
Q1 2023

Apr 11, 2023
SELL
$44.78 - $49.41 $2,597 - $2,865
-58 Reduced 0.44%
13,139 $635,000
Q4 2022

Jan 19, 2023
BUY
$42.25 - $48.16 $14,618 - $16,663
346 Added 2.69%
13,197 $0
Q3 2022

Oct 14, 2022
SELL
$42.35 - $51.01 $76,272 - $91,869
-1,801 Reduced 12.29%
12,851 $544,000
Q1 2022

May 05, 2022
BUY
$49.51 - $57.27 $437,321 - $505,865
8,833 Added 151.8%
14,652 $789,000
Q2 2021

Jul 26, 2021
SELL
$48.62 - $52.01 $96,753 - $103,499
-1,990 Reduced 25.48%
5,819 $605,000
Q1 2021

Apr 26, 2021
SELL
$44.9 - $48.34 $27,703 - $29,825
-617 Reduced 7.32%
7,809 $749,000
Q4 2020

Jan 14, 2021
SELL
$39.35 - $45.48 $110,730 - $127,980
-2,814 Reduced 25.04%
8,426 $766,000
Q3 2020

Oct 19, 2020
SELL
$37.26 - $43.03 $43,482 - $50,216
-1,167 Reduced 9.41%
11,240 $924,000
Q2 2020

Jul 16, 2020
BUY
$29.25 - $38.76 $106,440 - $141,047
3,639 Added 41.5%
12,407 $924,000
Q4 2019

Jan 14, 2020
BUY
$34.42 - $38.54 $121,261 - $135,776
3,523 Added 67.17%
8,768 $673,000
Q3 2019

Oct 07, 2019
BUY
$35.28 - $36.01 $185,043 - $188,872
5,245 New
5,245 $372,000

Others Institutions Holding SCHX

# of Institutions
1,448
Shares Held
940M
Call Options Held
34.3K
Put Options Held
1.2K
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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