Wbh Advisory Inc Schwab Strategic Tr Us Large C Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wbh Advisory Inc holds 876,137 shares of SCHX stock, worth $20.6 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

876,137

Previous 289,272 202.88%

Holding current value

$20.6 Million

Previous $19.6 Million 3.47%

% of portfolio

1.9%

Previous 1.87%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $13.1 Million - $40.1 Million	586,865 Added 202.88%	876,137 $20.3 Million
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $85,615 - $95,057	1,401 Added 0.49%	289,272 $19.6 Million
Q2 2024 Jul 11, 2024	SELL	$58.7 - $64.78 $101,609 - $112,134	-1,731 Reduced 0.6%	287,871 $18.5 Million
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $23,161 - $25,949	418 Added 0.14%	289,602 $18 Million
Q4 2023 Jan 09, 2024	BUY	$48.47 - $56.6 $84,434 - $98,597	1,742 Added 0.61%	289,184 $16.3 Million
Q3 2023 Oct 10, 2023	BUY	$50.36 - $54.21 $233,670 - $251,534	4,640 Added 1.64%	287,442 $14.5 Million
Q2 2023 Jul 12, 2023	BUY	$47.67 - $52.37 $180,526 - $198,325	3,787 Added 1.36%	282,802 $14.8 Million
Q1 2023 Apr 20, 2023	BUY	$44.78 - $49.41 $1.58 Million - $1.74 Million	35,270 Added 14.47%	279,015 $13.5 Million
Q3 2022 Oct 18, 2022	SELL	$42.35 - $51.01 $220,982 - $266,170	-5,218 Reduced 2.1%	243,745 $10.3 Million
Q2 2022 Jul 12, 2022	BUY	$43.35 - $54.51 $445,811 - $560,580	10,284 Added 4.31%	248,963 $11.3 Million
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $5.93 Million - $6.86 Million	119,794 Added 100.76%	238,679 $0
Q4 2021 Jan 28, 2022	BUY	$51.9 - $57.29 $525,435 - $580,003	10,124 Added 9.31%	118,885 $13.5 Million
Q3 2021 Oct 25, 2021	BUY	$51.52 - $54.94 $356,776 - $380,459	6,925 Added 6.8%	108,761 $11.3 Million
Q2 2021 Jul 27, 2021	BUY	$48.62 - $52.01 $197,688 - $211,472	4,066 Added 4.16%	101,836 $10.9 Million
Q1 2021 Apr 19, 2021	BUY	$44.9 - $48.34 $171,652 - $184,803	3,823 Added 4.07%	97,770 $9.39 Million
Q4 2020 Jan 21, 2021	BUY	$39.35 - $45.48 $232,007 - $268,150	5,896 Added 6.7%	93,947 $8.8 Million
Q3 2020 Oct 27, 2020	BUY	$37.26 - $43.03 $615,684 - $711,027	16,524 Added 23.1%	88,051 $7.1 Million
Q2 2020 Aug 05, 2020	BUY	$29.25 - $38.76 $239,733 - $317,676	8,196 Added 12.94%	71,527 $5.3 Million
Q1 2020 May 07, 2020	SELL	$26.61 - $40.52 $413,173 - $629,154	-15,527 Reduced 19.69%	63,331 $3.88 Million
Q4 2019 Jan 27, 2020	BUY	$34.42 - $38.54 $98,406 - $110,185	2,859 Added 3.76%	78,858 $6.06 Million
Q3 2019 Oct 25, 2019	BUY	$35.28 - $36.01 $175,906 - $179,545	4,986 Added 7.02%	75,999 $5.39 Million
Q2 2019 Aug 02, 2019	BUY	N/A	6,125 Added 9.44%	71,013 $4.98 Million
Q1 2019 Apr 22, 2019	BUY	N/A	4,755 Added 7.91%	64,888 $4.39 Million
Q4 2018 Jan 29, 2019	BUY	N/A	14,460 Added 31.66%	60,133 $3.59 Million
Q3 2018 Oct 29, 2018	BUY	N/A	77 Added 0.17%	45,673 $3.18 Million
Q2 2018 Jul 31, 2018	BUY	N/A	4,370 Added 10.6%	45,596 $2.96 Million
Q1 2018 Apr 30, 2018	BUY	N/A	1,557 Added 3.92%	41,226 $2.6 Million
Q4 2017 Jan 31, 2018	BUY	N/A	2,776 Added 7.52%	39,669 $2.53 Million
Q3 2017 Nov 29, 2017	BUY	N/A	36,893	36,893 $2.22 Million

Others Institutions Holding SCHX

# of Institutions

1,470

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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