Litman Gregory Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 13,853 shares of SCHX stock, worth $310,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,853
Previous 4,618 199.98%
Holding current value
$310,030
Previous $313,000 2.56%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 23, 2025
BUY
$22.4 - $68.28 $206,864 - $630,565
9,235 Added 199.98%
13,853 $321,000
Q1 2024

May 03, 2024
SELL
$55.41 - $62.08 $40,947 - $45,877
-739 Reduced 13.8%
4,618 $286,000
Q2 2023

Aug 09, 2023
BUY
$47.67 - $52.37 $255,368 - $280,546
5,357 New
5,357 $280,000
Q2 2022

Jul 21, 2022
BUY
$43.35 - $54.51 $195,378 - $245,676
4,507 New
4,507 $201,000
Q1 2022

May 04, 2022
SELL
$49.51 - $57.27 $111,595 - $129,086
-2,254 Closed
0 $0
Q4 2021

Feb 10, 2022
SELL
$51.9 - $57.29 $14,168 - $15,640
-273 Reduced 10.8%
2,254 $256,000
Q3 2021

Nov 03, 2021
BUY
$51.52 - $54.94 $116,641 - $124,384
2,264 Added 860.84%
2,527 $263,000
Q2 2021

Jul 27, 2021
SELL
$48.62 - $52.01 $105,505 - $112,861
-2,170 Reduced 89.19%
263 $263,000
Q1 2021

May 10, 2021
BUY
$44.9 - $48.34 $12,257 - $13,196
273 Added 12.64%
2,433 $234,000
Q1 2020

Apr 28, 2020
SELL
$26.61 - $40.52 $16,338 - $24,879
-614 Reduced 22.13%
2,160 $132,000
Q4 2019

Jan 30, 2020
BUY
$34.42 - $38.54 $95,481 - $106,909
2,774 New
2,774 $213,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
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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