Wade Financial Advisory, Inc Schwab Strategic Tr Us Large C Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 50,406 shares of SCHX stock, worth $1.2 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

50,406

Previous 11,726 329.87%

Holding current value

$1.2 Million

Previous $795,000 46.92%

% of portfolio

0.4%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $866,432 - $2.64 Million	38,680 Added 329.87%	50,406 $1.17 Million
Q4 2022 Jan 12, 2023	SELL	$42.25 - $48.16 $119,229 - $135,907	-2,822 Reduced 19.4%	11,726 $0
Q2 2022 Aug 05, 2022	BUY	$43.35 - $54.51 $26,443 - $33,251	610 Added 4.38%	14,548 $650,000
Q1 2022 Apr 21, 2022	BUY	$49.51 - $57.27 $350,877 - $405,872	7,087 Added 103.44%	13,938 $751,000
Q2 2021 Jul 29, 2021	BUY	$48.62 - $52.01 $4,862 - $5,201	100 Added 1.48%	6,851 $712,000
Q2 2020 Jul 16, 2020	SELL	$29.25 - $38.76 $1,053 - $1,395	-36 Reduced 0.53%	6,751 $500,000
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $233,608 - $261,570	6,787 New	6,787 $521,000

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

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Wade Financial Advisory, Inc Schwab Strategic Tr Us Large C Transaction History