Worth Financial Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 4,925 shares of SCHX stock, worth $118,003. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,925
Previous 4,015 22.67%
Holding current value
$118,003
Previous $258 Million 29.54%
% of portfolio
0.2%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $55,610 - $61,743
910 Added 22.67%
4,925 $334 Million
Q2 2024

Jul 26, 2024
BUY
$58.7 - $64.78 $235,680 - $260,091
4,015 New
4,015 $258 Million

Others Institutions Holding SCHX

# of Institutions
1,399
Shares Held
737M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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