Sax Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,457 shares of SCHX stock, worth $278,787. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,457
Previous 2,992 316.34%
Holding current value
$278,787
Previous $203,000 41.87%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$22.4 - $68.28 $212,016 - $646,270
9,465 Added 316.34%
12,457 $288,000
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $182,841 - $203,007
2,992 New
2,992 $203,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
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
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