Verity Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Verity Wealth Advisors

$138 Million
Q4 2024

A detailed history of Verity Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Verity Wealth Advisors holds 134,751 shares of SCHX stock, worth $2.96 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

134,751

Previous 44,917 200.0%

Holding current value

$2.96 Million

Previous $3.05 Million 2.49%

% of portfolio

2.26%

Previous 2.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $2.01 Million - $6.13 Million	89,834 Added 200.0%	134,751 $3.12 Million
Q1 2024 Apr 04, 2024	SELL	$55.41 - $62.08 $15,791 - $17,692	-285 Reduced 0.63%	44,917 $2.79 Million
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $105,554 - $113,624	-2,096 Reduced 4.43%	45,202 $2.29 Million
Q2 2023 Jul 27, 2023	BUY	$47.67 - $52.37 $8,723 - $9,583	183 Added 0.39%	47,298 $2.48 Million
Q2 2022 Jul 12, 2022	BUY	$43.35 - $54.51 $316,931 - $398,522	7,311 Added 18.37%	47,115 $2.1 Million
Q1 2022 Apr 11, 2022	BUY	$49.51 - $57.27 $985,348 - $1.14 Million	19,902 Added 100.0%	39,804 $2.14 Million
Q4 2021 Jan 20, 2022	SELL	$51.9 - $57.29 $934 - $1,031	-18 Reduced 0.09%	19,902 $2.27 Million
Q3 2021 Oct 14, 2021	SELL	$51.52 - $54.94 $66,666 - $71,092	-1,294 Reduced 6.1%	19,920 $2.07 Million
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $379,916 - $406,406	-7,814 Reduced 26.92%	21,214 $2.21 Million
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $7,857 - $8,459	-175 Reduced 0.6%	29,028 $2.79 Million
Q4 2020 Feb 09, 2021	SELL	$39.35 - $45.48 $86,806 - $100,328	-2,206 Reduced 7.02%	29,203 $2.66 Million
Q3 2020 Oct 05, 2020	SELL	$37.26 - $43.03 $95,795 - $110,630	-2,571 Reduced 7.57%	31,409 $2.53 Million
Q2 2020 Jul 21, 2020	SELL	$29.25 - $38.76 $125,862 - $166,784	-4,303 Reduced 11.24%	33,980 $2.52 Million
Q1 2020 Apr 13, 2020	SELL	$26.61 - $40.52 $1.07 Million - $1.64 Million	-40,382 Reduced 51.33%	38,283 $2.35 Million
Q4 2019 Jan 14, 2020	BUY	$34.42 - $38.54 $143,806 - $161,020	4,178 Added 5.61%	78,665 $6.04 Million
Q3 2019 Oct 11, 2019	SELL	$35.28 - $36.01 $110,355 - $112,639	-3,128 Reduced 4.03%	74,487 $5.28 Million
Q2 2019 Aug 01, 2019	BUY	N/A	26,563 Added 52.03%	77,615 $5.45 Million
Q1 2019 Apr 03, 2019	BUY	N/A	5,979 Added 13.27%	51,052 $3.45 Million
Q4 2018 Jan 25, 2019	BUY	N/A	45,073 New	45,073 $2.69 Million

Others Institutions Holding SCHX

# of Institutions

1,478

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
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Account

Verity Wealth Advisors Schwab Strategic Tr Us Large C Transaction History