Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Mc Glone Suttner Wealth Management, Inc.

  • $599 Billion
  • Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 2,003,808 shares of SCHX stock, worth $47.6 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
2,003,808
Previous 504,224 297.4%
Holding current value
$47.6 Million
Previous $34.2 Billion 35.77%
% of portfolio
7.75%
Previous 7.11%

Shares

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

Jan 17, 2025
BUY
$22.4 - $68.28 $33.6 Million - $102 Million
1,499,584 Added 297.4%
2,003,808 $46.4 Billion
Q3 2024

Oct 10, 2024
SELL
$61.11 - $67.85 $8.73 Million - $9.7 Million
-142,896 Reduced 22.08%
504,224 $34.2 Billion
Q2 2024

Jul 18, 2024
BUY
$58.7 - $64.78 $148,687 - $164,087
2,533 Added 0.39%
647,120 $36.5 Billion
Q1 2024

Apr 18, 2024
SELL
$55.41 - $62.08 $140,353 - $157,248
-2,533 Reduced 0.39%
644,587 $40 Billion
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $205,609 - $240,097
4,242 Added 0.66%
647,120 $36.5 Billion
Q3 2023

Oct 19, 2023
BUY
$50.36 - $54.21 $1.32 Million - $1.42 Million
26,131 Added 4.24%
642,878 $32.5 Billion
Q2 2023

Jul 25, 2023
BUY
$47.67 - $52.37 $2.12 Million - $2.33 Million
44,435 Added 7.76%
616,747 $32.3 Billion
Q1 2023

Apr 20, 2023
BUY
$44.78 - $49.41 $4.58 Million - $5.06 Million
102,380 Added 21.79%
572,312 $27.7 Billion
Q4 2022

Feb 09, 2023
BUY
$42.25 - $48.16 $19.9 Million - $22.6 Million
469,932 New
469,932 $21.2 Billion

Others Institutions Holding SCHX

# of Institutions
1,467
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 Mc Glone Suttner Wealth Management, Inc. Portfolio

Follow Mc Glone Suttner Wealth Management, Inc. 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 Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email