Wiser Advisor Group LLC Schwab Strategic Tr Us Large C Transaction History

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 68,873 shares of SCHX stock, worth $1.64 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
68,873
Previous 22,511 205.95%
Holding current value
$1.64 Million
Previous $1.53 Billion 4.52%
% of portfolio
2.32%
Previous 2.28%

Shares

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

Feb 05, 2025
BUY
$22.4 - $68.28 $1.04 Million - $3.17 Million
46,362 Added 205.95%
68,873 $1.6 Billion
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $17,355 - $19,269
284 Added 1.28%
22,511 $1.53 Billion
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $1,056 - $1,166
-18 Reduced 0.08%
22,227 $1.43 Billion
Q1 2024

May 15, 2024
SELL
$55.41 - $62.08 $5,153 - $5,773
-93 Reduced 0.42%
22,245 $1.38 Billion
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $1.08 Million - $1.26 Million
22,338 New
22,338 $1.26 Billion

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email