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

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 36,073 shares of SCHX stock, worth $957,377. This represents 0.36% of its overall portfolio holdings.

Number of Shares
36,073
Previous 30,197 19.46%
Holding current value
$957,377
Previous $738 Million 28.75%
% of portfolio
0.36%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$24.46 - $26.5 $143,726 - $155,714
5,876 Added 19.46%
36,073 $950 Million
Q2 2025

Sep 25, 2025
BUY
$19.6 - $24.44 $159,759 - $199,210
8,151 Added 36.97%
30,197 $738 Million
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $90,262 - $100,762
4,150 Added 23.19%
22,046 $487 Million
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $302,198 - $921,165
13,491 Added 306.27%
17,896 $415 Million
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $269,189 - $298,879
4,405 New
4,405 $299 Million

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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