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

Jfg Wealth Management, LLC

  • $435 Million
  • Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 78,657 shares of SCHX stock, worth $1.85 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
78,657
Previous 4,559 1625.31%
Holding current value
$1.85 Million
Previous $309,000 489.97%
% of portfolio
0.42%
Previous 0.08%

Shares

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

Feb 04, 2025
BUY
$22.4 - $68.28 $1.66 Million - $5.06 Million
74,098 Added 1625.31%
78,657 $1.82 Million
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $278,600 - $309,328
4,559 New
4,559 $309,000
Q3 2022

Nov 10, 2022
BUY
$42.35 - $51.01 $41.5 Million - $50 Million
979,649 Added 2603.44%
1,017,278 $43.1 Million
Q2 2022

Aug 11, 2022
BUY
$43.35 - $54.51 $1.63 Million - $2.05 Million
37,629 New
37,629 $1.68 Million
Q1 2019

May 14, 2019
SELL
N/A
-64,539 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
64,539 New
64,539 $3.85 Million

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
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