Nova R Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Nova R Wealth, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Nova R Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nova R Wealth, Inc. holds 37,420 shares of SCHX stock, worth $857,666. This represents 1.31% of its overall portfolio holdings.

Number of Shares
37,420
Previous 41,250 9.28%
Holding current value
$857,666
Previous $2.65 Million 4.23%
% of portfolio
1.31%
Previous 1.42%

Shares

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

Oct 15, 2024
SELL
$61.11 - $67.85 $234,051 - $259,865
-3,830 Reduced 9.28%
37,420 $2.54 Million
Q2 2024

Jul 18, 2024
SELL
$58.7 - $64.78 $2.57 Million - $2.84 Million
-43,781 Reduced 51.49%
41,250 $2.65 Million
Q1 2024

Apr 12, 2024
BUY
$55.41 - $62.08 $4.71 Million - $5.28 Million
85,031 New
85,031 $5.28 Million

Others Institutions Holding SCHX

# of Institutions
1,332
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
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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