A detailed history of Moneywise, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moneywise, Inc. holds 464,770 shares of SCHX stock, worth $11.1 Million. This represents 16.34% of its overall portfolio holdings.

Number of Shares
464,770
Previous 509,101 8.71%
Holding current value
$11.1 Million
Previous $32.7 Million 3.59%
% of portfolio
16.34%
Previous 18.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$61.11 - $67.85 $2.71 Million - $3.01 Million
-44,331 Reduced 8.71%
464,770 $31.5 Million
Q2 2024

Jul 17, 2024

SELL
$58.7 - $64.78 $1.04 Million - $1.15 Million
-17,776 Reduced 3.37%
509,101 $32.7 Million
Q1 2024

Apr 22, 2024

SELL
$55.41 - $62.08 $2.41 Million - $2.7 Million
-43,567 Reduced 7.64%
526,877 $32.7 Million
Q4 2023

Jan 29, 2024

SELL
$48.47 - $56.6 $981,420 - $1.15 Million
-20,248 Reduced 3.43%
570,444 $32.2 Million
Q3 2023

Oct 23, 2023

SELL
$50.36 - $54.21 $1.36 Million - $1.46 Million
-26,946 Reduced 4.36%
590,692 $29.9 Million
Q2 2023

Jul 24, 2023

SELL
$47.67 - $52.37 $1.38 Million - $1.52 Million
-28,935 Reduced 4.48%
617,638 $32.3 Million
Q1 2023

Apr 21, 2023

BUY
$44.78 - $49.41 $1.72 Million - $1.9 Million
38,495 Added 6.33%
646,573 $31.3 Million
Q4 2022

Jan 30, 2023

SELL
$42.25 - $48.16 $1.43 Million - $1.63 Million
-33,823 Reduced 5.27%
608,078 $27.5 Million
Q3 2022

Nov 03, 2022

SELL
$42.35 - $51.01 $389,789 - $469,496
-9,204 Reduced 1.41%
641,901 $27.2 Million
Q2 2022

Aug 02, 2022

SELL
$43.35 - $54.51 $628,271 - $790,013
-14,493 Reduced 2.18%
651,105 $29.1 Million
Q1 2022

Apr 20, 2022

BUY
$49.51 - $57.27 $17.1 Million - $19.8 Million
345,889 Added 108.19%
665,598 $35.8 Million
Q4 2021

Jan 12, 2022

SELL
$51.9 - $57.29 $1.63 Million - $1.8 Million
-31,355 Reduced 8.93%
319,709 $36.4 Million
Q3 2021

Oct 12, 2021

BUY
$51.52 - $54.94 $2.91 Million - $3.1 Million
56,499 Added 19.18%
351,064 $36.5 Million
Q2 2021

Jul 22, 2021

SELL
$48.62 - $52.01 $347,146 - $371,351
-7,140 Reduced 2.37%
294,565 $30.6 Million
Q1 2021

Apr 14, 2021

SELL
$44.9 - $48.34 $17,286 - $18,610
-385 Reduced 0.13%
301,705 $29 Million
Q4 2020

Jan 15, 2021

BUY
$39.35 - $45.48 $72,089 - $83,319
1,832 Added 0.61%
302,090 $27.5 Million
Q3 2020

Oct 13, 2020

BUY
$37.26 - $43.03 $145,612 - $168,161
3,908 Added 1.32%
300,258 $24.2 Million
Q2 2020

Jul 10, 2020

BUY
$29.25 - $38.76 $546,360 - $723,998
18,679 Added 6.73%
296,350 $22 Million
Q1 2020

Apr 13, 2020

SELL
$26.61 - $40.52 $62,506 - $95,181
-2,349 Reduced 0.84%
277,671 $17 Million
Q4 2019

Jan 07, 2020

SELL
$34.42 - $38.54 $130,520 - $146,143
-3,792 Reduced 1.34%
280,020 $19.9 Million
Q3 2019

Oct 23, 2019

SELL
$35.28 - $36.01 $133,428 - $136,189
-3,782 Reduced 1.32%
283,812 $20.1 Million
Q2 2019

Jul 17, 2019

BUY
N/A
35,983 Added 14.3%
287,594 $20.2 Million
Q1 2019

Apr 30, 2019

SELL
N/A
-19,316 Reduced 7.13%
251,611 $15.9 Million
Q4 2018

Jan 29, 2019

BUY
N/A
6,043 Added 2.28%
270,927 $16.2 Million
Q3 2018

Oct 15, 2018

BUY
N/A
874 Added 0.33%
264,884 $18.4 Million
Q2 2018

Jul 19, 2018

BUY
N/A
4,945 Added 1.91%
264,010 $17.2 Million
Q1 2018

Apr 17, 2018

SELL
N/A
-42,872 Reduced 14.2%
259,065 $16.3 Million
Q4 2017

Jan 08, 2018

BUY
N/A
2,326 Added 0.78%
301,937 $19.3 Million
Q3 2017

Oct 10, 2017

BUY
N/A
299,611
299,611 $18 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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