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

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 29,757 shares of SCHX stock, worth $665,961. This represents 0.26% of its overall portfolio holdings.

Number of Shares

29,757

Previous 9,919 200.0%

Holding current value

$665,961

Previous $673,000 2.38%

% of portfolio

0.26%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $444,371 - $1.35 Million	19,838 Added 200.0%	29,757 $689,000
Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $155,144 - $171,213	2,643 Added 36.32%	9,919 $637,000
Q2 2023 Jul 31, 2023	SELL	$47.67 - $52.37 $38,136 - $41,896	-800 Reduced 9.91%	7,276 $381,000
Q3 2022 Oct 21, 2022	SELL	$42.35 - $51.01 $41,248 - $49,683	-974 Reduced 10.76%	8,076 $342,000
Q2 2022 Jul 27, 2022	BUY	$43.35 - $54.51 $185,321 - $233,030	4,275 Added 89.53%	9,050 $404,000
Q1 2022 May 05, 2022	SELL	$49.51 - $57.27 $213,833 - $247,349	-4,319 Reduced 47.49%	4,775 $543,000
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $213,833 - $247,349	4,319 Added 90.45%	9,094 $450,000
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $1,193 - $1,317	23 Added 0.48%	4,775 $543,000
Q3 2021 Oct 25, 2021	SELL	$51.52 - $54.94 $3,503 - $3,735	-68 Reduced 1.41%	4,752 $494,000
Q4 2020 Jan 25, 2021	BUY	$39.35 - $45.48 $189,667 - $219,213	4,820 New	4,820 $445,000

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

Ticker SCHX
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True Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History