Wedgewood Investors Inc Schwab Strategic Tr Us Large C Transaction History

Wedgewood Investors Inc

  • $83.1 Million
  • Q4 2024

A detailed history of Wedgewood Investors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wedgewood Investors Inc holds 101,758 shares of SCHX stock, worth $2.23 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
101,758
Previous 33,948 199.75%
Holding current value
$2.23 Million
Previous $2.3 Million 2.39%
% of portfolio
2.84%
Previous 2.57%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$22.4 - $68.28 $1.52 Million - $4.63 Million
67,810 Added 199.75%
101,758 $2.36 Million
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $2,627 - $2,917
-43 Reduced 0.13%
33,948 $2.3 Million
Q2 2024

Jul 25, 2024
BUY
$58.7 - $64.78 $421,994 - $465,703
7,189 Added 26.82%
33,991 $2.18 Million
Q4 2023

Feb 05, 2024
SELL
$48.47 - $56.6 $148,802 - $173,762
-3,070 Reduced 10.28%
26,802 $1.51 Million
Q3 2023

Nov 06, 2023
SELL
$50.36 - $54.21 $5,036 - $5,421
-100 Reduced 0.33%
29,872 $1.51 Million
Q1 2023

Apr 27, 2023
SELL
$44.78 - $49.41 $7,075 - $7,806
-158 Reduced 0.52%
29,972 $1.45 Million
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $745,868 - $862,772
15,065 Added 100.0%
30,130 $1.62 Million
Q2 2021

Jul 23, 2021
SELL
$48.62 - $52.01 $1,944 - $2,080
-40 Reduced 0.26%
15,065 $1.57 Million
Q1 2021

Apr 28, 2021
BUY
$44.9 - $48.34 $18,858 - $20,302
420 Added 2.86%
15,105 $1.45 Million
Q4 2020

Feb 04, 2021
BUY
$39.35 - $45.48 $325,385 - $376,074
8,269 Added 128.88%
14,685 $1.34 Million
Q3 2017

Oct 31, 2017
BUY
N/A
6,416
6,416 $385,000

Others Institutions Holding SCHX

# of Institutions
1,475
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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