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

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 14,457 shares of SCHX stock, worth $383,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,457
Previous 21,589 33.04%
Holding current value
$383,688
Previous $966,000 36.65%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$42.35 - $51.01 $302,040 - $363,803
-7,132 Reduced 33.04%
14,457 $612,000
Q2 2022

Aug 12, 2022
SELL
$43.35 - $54.51 $65,155 - $81,928
-1,503 Reduced 6.51%
21,589 $966,000
Q1 2022

May 10, 2022
BUY
$49.51 - $57.27 $576,989 - $667,424
11,654 Added 101.89%
23,092 $1.24 Million
Q4 2021

Feb 16, 2022
BUY
$51.9 - $57.29 $593,632 - $655,283
11,438 New
11,438 $1.3 Million

Others Institutions Holding SCHX

# of Institutions
1,634
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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 Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email