Sound Stewardship, LLC Schwab Strategic Tr Us Large C Transaction History

Sound Stewardship, LLC

$168 Billion
Q4 2024

A detailed history of Sound Stewardship, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sound Stewardship, LLC holds 14,792 shares of SCHX stock, worth $351,310. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,792

Previous 4,924 200.41%

Holding current value

$351,310

Previous $334 Million 2.63%

% of portfolio

0.2%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $221,043 - $673,787	9,868 Added 200.41%	14,792 $343 Million
Q3 2024 Oct 24, 2024	SELL	$61.11 - $67.85 $11,855 - $13,162	-194 Reduced 3.79%	4,924 $334 Million
Q2 2024 Jul 24, 2024	SELL	$58.7 - $64.78 $3,932 - $4,340	-67 Reduced 1.29%	5,118 $329 Million
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $332 - $372	-6 Reduced 0.12%	5,185 $322 Million
Q4 2023 Jan 17, 2024	SELL	$48.47 - $56.6 $17,255 - $20,149	-356 Reduced 6.42%	5,191 $293 Million
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $4,129 - $4,445	-82 Reduced 1.46%	5,547 $281 Million
Q2 2023 Oct 26, 2023	BUY	$47.67 - $52.37 $19,592 - $21,524	411 Added 7.88%	5,629 $295 Million
Q1 2023 Oct 26, 2023	SELL	$44.78 - $49.41 $1,388 - $1,531	-31 Reduced 0.59%	5,218 $252 Million
Q4 2022 Oct 26, 2023	BUY	$42.25 - $48.16 $221,770 - $252,791	5,249 New	5,249 $237 Million

Others Institutions Holding SCHX

# of Institutions

1,467

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Stewardship, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Stewardship, LLC with notifications on news.

Account

Sound Stewardship, LLC Schwab Strategic Tr Us Large C Transaction History