Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Loveless Wealth Management LLC

$153 Million
Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Loveless Wealth Management LLC holds 20,614 shares of SCHX stock, worth $547,095. This represents 0.6% of its overall portfolio holdings.

Number of Shares

20,614

Previous 20,096 2.58%

Holding current value

$547,095

Previous $1.08 Million 14.88%

% of portfolio

0.6%

Previous 0.61%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$43.35 - $54.51 $22,455 - $28,236	518 Added 2.58%	20,614 $921,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $535,450 - $619,375	10,815 Added 116.53%	20,096 $1.08 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $49,097 - $54,196	946 Added 11.35%	9,281 $1.06 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $42,091 - $44,885	817 Added 10.87%	8,335 $867,000
Q2 2021 Jul 28, 2021	BUY	$48.62 - $52.01 $43,028 - $46,028	885 Added 13.34%	7,518 $782,000

Q1 2021 May 03, 2021	BUY	$44.9 - $48.34 $47,683 - $51,337	1,062 Added 19.06%	6,633 $637,000
Q4 2020 Jan 27, 2021	BUY	$39.35 - $45.48 $71,813 - $83,001	1,825 Added 48.72%	5,571 $507,000
Q3 2020 Oct 14, 2020	BUY	$37.26 - $43.03 $2,757 - $3,184	74 Added 2.02%	3,746 $302,000
Q2 2020 Aug 10, 2020	BUY	$29.25 - $38.76 $5,352 - $7,093	183 Added 5.25%	3,672 $272,000
Q1 2020 Apr 20, 2020	BUY	$26.61 - $40.52 $212 - $324	8 Added 0.23%	3,489 $214,000
Q4 2019 Jan 23, 2020	BUY	$34.42 - $38.54 $119,816 - $134,157	3,481 New	3,481 $268,000

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

Ticker SCHX
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Loveless Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History