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

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,422 shares of SCHX stock, worth $33,957. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,422
Holding current value
$33,957
% of portfolio
0.01%

Shares

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

Jan 27, 2025
BUY
$22.4 - $68.28 $31,852 - $97,094
1,422 New
1,422 $33 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $293 - $323
5 New
5 $322,000

Others Institutions Holding SCHX

# of Institutions
1,386
Shares Held
519M
Call Options Held
34.3K
Put Options Held
1.2K
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 Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email