Sonoma Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 5,464 shares of SCHX stock, worth $124,579. This represents 0.58% of its overall portfolio holdings.

Number of Shares
5,464
Previous 4,964 10.07%
Holding current value
$124,579
Previous $319 Million 16.24%
% of portfolio
0.58%
Previous 0.52%

Shares

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

Oct 17, 2024
BUY
$61.11 - $67.85 $30,555 - $33,925
500 Added 10.07%
5,464 $371 Million
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $397,399 - $438,560
-6,770 Reduced 57.7%
4,964 $319 Million
Q1 2024

May 09, 2024
BUY
$55.41 - $62.08 $16,401 - $18,375
296 Added 2.59%
11,734 $728 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $554,399 - $647,390
11,438 New
11,438 $645 Million

Others Institutions Holding SCHX

# of Institutions
1,335
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
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More about SCHX
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