Wilbanks Smith & Thomas Asset Management LLC Schwab Strategic Tr Us Large C Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 20,570 shares of SCHX stock, worth $545,927. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,570
Previous 20,753 0.88%
Holding current value
$545,927
Previous $1.17 Million 9.06%
% of portfolio
0.04%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$55.41 - $62.08 $10,140 - $11,360
-183 Reduced 0.88%
20,570 $1.28 Million
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $48,760 - $56,939
-1,006 Reduced 4.62%
20,753 $1.17 Million
Q3 2023

Nov 06, 2023
SELL
$50.36 - $54.21 $20,295 - $21,846
-403 Reduced 1.82%
21,759 $1.1 Million
Q2 2023

Aug 08, 2023
BUY
$47.67 - $52.37 $46,859 - $51,479
983 Added 4.64%
22,162 $1.16 Million
Q1 2023

May 05, 2023
BUY
$44.78 - $49.41 $17,732 - $19,566
396 Added 1.91%
21,179 $1.02 Million
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $23,998 - $27,354
568 Added 2.81%
20,783 $938,000
Q3 2022

Oct 31, 2022
SELL
$42.35 - $51.01 $1,185 - $1,428
-28 Reduced 0.14%
20,215 $856,000
Q2 2022

Aug 03, 2022
BUY
$43.35 - $54.51 $365,007 - $458,974
8,420 Added 71.22%
20,243 $904,000
Q1 2022

May 05, 2022
BUY
$49.51 - $57.27 $92,484 - $106,980
1,868 Added 18.76%
11,823 $585,000
Q4 2021

Feb 08, 2022
SELL
$51.9 - $57.29 $1,089 - $1,203
-21 Reduced 0.21%
9,955 $1.13 Million
Q3 2021

Nov 04, 2021
SELL
$51.52 - $54.94 $10,870 - $11,592
-211 Reduced 2.07%
9,976 $1.04 Million
Q2 2021

Aug 04, 2021
SELL
$48.62 - $52.01 $1,361 - $1,456
-28 Reduced 0.27%
10,187 $1.06 Million
Q1 2021

May 11, 2021
SELL
$44.9 - $48.34 $40,365 - $43,457
-899 Reduced 8.09%
10,215 $981,000
Q4 2020

Feb 12, 2021
BUY
$39.35 - $45.48 $9,325 - $10,778
237 Added 2.18%
11,114 $1.01 Million
Q3 2020

Nov 12, 2020
BUY
$37.26 - $43.03 $5,179 - $5,981
139 Added 1.29%
10,877 $877,000
Q2 2020

Jul 31, 2020
BUY
$29.25 - $38.76 $9,418 - $12,480
322 Added 3.09%
10,738 $796,000
Q1 2020

May 06, 2020
SELL
$26.61 - $40.52 $4,018 - $6,118
-151 Reduced 1.43%
10,416 $639,000
Q4 2019

Feb 13, 2020
BUY
$34.42 - $38.54 $7,159 - $8,016
208 Added 2.01%
10,567 $812,000
Q3 2019

Nov 06, 2019
BUY
$35.28 - $36.01 $14,747 - $15,052
418 Added 4.2%
10,359 $735,000
Q2 2019

Aug 07, 2019
BUY
N/A
677 Added 7.31%
9,941 $698,000
Q1 2019

May 13, 2019
SELL
N/A
-18 Reduced 0.19%
9,264 $0
Q4 2018

Feb 08, 2019
BUY
N/A
5,134 Added 123.77%
9,282 $554,000
Q3 2018

Nov 14, 2018
BUY
N/A
103 Added 2.55%
4,148 $289,000
Q2 2018

Aug 08, 2018
BUY
N/A
238 Added 6.25%
4,045 $263,000
Q1 2018

May 15, 2018
BUY
N/A
3,807 New
3,807 $240,000

Others Institutions Holding SCHX

# of Institutions
1,645
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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