Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology

Christopher A Wright

Secretary

291 trades · 225 buys · 66 sells · files ~76 days after trading · last filing 2026-04-01

Trades are filed weeks after they happen and amounts are reported as ranges. Educational, not financial advice.

Trade history

Traded	Filed	Days	Stock	Type	Amount
2025-04-10	2025-07-15	96	Schwab US Large Cap ETF	Buy	$100K–$250K	Filing ↗
2025-04-10	2025-07-15	96	Schwab Fund US Large Cap ETF	Buy	$100K–$250K	Filing ↗
2025-04-10	2025-07-15	96	Charles Schwab US Reit ETF	Buy	$15K–$50K	Filing ↗
2025-04-10	2025-07-15	96	Schwab Fund International ETF	Buy	$50K–$100K	Filing ↗
2025-04-10	2025-07-15	96	Vanguard Muni Bond ETF	Buy	$100K–$250K	Filing ↗
2025-04-10	2025-07-15	96	Schwab US TIPS ETF	Buy	$15K–$50K	Filing ↗
2025-04-10	2025-07-15	96	Schwab International Equity ETF	Buy	$50K–$100K	Filing ↗
2025-04-09	2025-07-15	97	Schwab Fund US Small Cap ETF	Buy	$250K–$500K	Filing ↗
2025-04-09	2025-07-15	97	Schwab US Small Cap ETF	Buy	$100K–$250K	Filing ↗
2025-04-09	2025-07-15	97	Schwab US Large Cap ETF	Buy	$250K–$500K	Filing ↗
2025-04-09	2025-07-15	97	Schwab Fund US Large Cap ETF	Buy	$250K–$500K	Filing ↗
2025-04-09	2025-07-15	97	Charles Schwab US Reit ETF	Buy	$15K–$50K	Filing ↗
2025-04-09	2025-07-15	97	Schwab Fund International ETF	Buy	$100K–$250K	Filing ↗
2025-04-09	2025-07-15	97	Vanguard Muni Bond ETF	Buy	$250K–$500K	Filing ↗
2025-04-09	2025-07-15	97	Schwab US TIPS ETF	Buy	$15K–$50K	Filing ↗
2025-04-09	2025-07-15	97	Schwab International Equity ETF	Buy	$100K–$250K	Filing ↗
2025-04-04	2025-07-15	102	GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)	BuyOpen	$50K–$100K	Filing ↗
2025-04-04	2025-07-15	102	SPY (S&P 500 SPDR ETF)	Buy	$100K–$250K	Filing ↗
2025-04-04	2025-07-15	102	SPMD (S&P 400 Mid-Cap ETF)	Buy	$100K–$250K	Filing ↗
2025-04-04	2025-07-15	102	DODFX (Dodge & Cox International Stock Fund)	Buy	$100K–$250K	Filing ↗
2025-04-04	2025-07-15	102	Westside LC LLC	Buy	$500K–$1M	Filing ↗
2025-04-02	2025-07-15	104	GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)	BuyOpen	$100K–$250K	Filing ↗
2025-04-02	2025-07-15	104	GS GGLPX (Goldman Sachs High Yield MunicipalFund)	BuyOpen	$50K–$100K	Filing ↗
2025-04-02	2025-07-15	104	SPY (S&P 500 SPDR ETF)	Buy	$250K–$500K	Filing ↗
2025-04-02	2025-07-15	104	SPMD (S&P 400 Mid-Cap ETF)	Buy	$250K–$500K	Filing ↗
2025-04-02	2025-07-15	104	DODFX (Dodge & Cox International Stock Fund)	Buy	$100K–$250K	Filing ↗
2025-03-24	2025-07-15	113	SWVXX Schwab Value Advantage Money Fund InvestorClass Shares	BuyOpen	$1M–$5M	Filing ↗
2025-03-21	2025-07-15	116	GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)	BuyOpen	$50K–$100K	Filing ↗
2025-03-21	2025-07-15	116	SPY (S&P 500 SPDR ETF)	Buy	$100K–$250K	Filing ↗
2025-03-21	2025-07-15	116	SPMD (S&P 400 Mid-Cap ETF)	Buy	$100K–$250K	Filing ↗
2025-03-21	2025-07-15	116	DODFX (Dodge & Cox International Stock Fund)	Buy	$100K–$250K	Filing ↗
2025-03-21	2025-07-15	116	LBRT Liberty Energy Inc.	Sell	$500K–$1M	Filing ↗
2025-03-21	2025-07-15	116	Liberty Energy Inc Class A	Sell	$1M–$5M	Filing ↗
2025-03-21	2025-07-15	116	SWVXX Schwab Value Advantage Money Fund InvestorClass Shares	BuyOpen	$1M–$5M	Filing ↗
2025-03-20	2025-07-15	117	GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)	BuyOpen	$50K–$100K	Filing ↗
2025-03-20	2025-07-15	117	SPY (S&P 500 SPDR ETF)	Buy	$100K–$250K	Filing ↗
2025-03-20	2025-07-15	117	SPMD (S&P 400 Mid-Cap ETF)	Buy	$100K–$250K	Filing ↗
2025-03-20	2025-07-15	117	DODFX (Dodge & Cox International Stock Fund)	Buy	$100K–$250K	Filing ↗
2025-03-20	2025-07-15	117	LBRT Liberty Energy Inc.	Sell	$500K–$1M	Filing ↗
2025-03-20	2025-07-15	117	Liberty Energy Inc Class A	Sell	$1M–$5M	Filing ↗
2025-03-20	2025-07-15	117	SWVXX Schwab Value Advantage Money Fund InvestorClass Shares	BuyOpen	$1M–$5M	Filing ↗
2025-03-19	2025-07-15	118	GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)	BuyOpen	$50K–$100K	Filing ↗
2025-03-19	2025-07-15	118	SPY (S&P 500 SPDR ETF)	Buy	$100K–$250K	Filing ↗
2025-03-19	2025-07-15	118	SPMD (S&P 400 Mid-Cap ETF)	Buy	$100K–$250K	Filing ↗
2025-03-19	2025-07-15	118	DODFX (Dodge & Cox International Stock Fund)	Buy	$100K–$250K	Filing ↗
2025-03-19	2025-07-15	118	LBRT Liberty Energy Inc.	Sell	$500K–$1M	Filing ↗
2025-03-19	2025-07-15	118	Liberty Energy Inc Class A	Sell	$1M–$5M	Filing ↗
2025-03-19	2025-07-15	118	Schwab Value Advantage Money Fund	Buy	$1M–$5M	Filing ↗
2025-03-18	2025-07-15	119	GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)	BuyOpen	$50K–$100K	Filing ↗
2025-03-18	2025-07-15	119	LBRT Liberty Energy Inc.	Sell	$500K–$1M	Filing ↗

Schwab US Large Cap ETF
Buy
$100K–$250K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Schwab Fund US Large Cap ETF
Buy
$100K–$250K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Charles Schwab US Reit ETF
Buy
$15K–$50K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Schwab Fund International ETF
Buy
$50K–$100K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Vanguard Muni Bond ETF
Buy
$100K–$250K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Schwab US TIPS ETF
Buy
$15K–$50K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Schwab International Equity ETF
Buy
$50K–$100K · traded 2025-04-10 · filed 2025-07-15 (96d) · Filing ↗
Schwab Fund US Small Cap ETF
Buy
$250K–$500K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Schwab US Small Cap ETF
Buy
$100K–$250K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Schwab US Large Cap ETF
Buy
$250K–$500K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Schwab Fund US Large Cap ETF
Buy
$250K–$500K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Charles Schwab US Reit ETF
Buy
$15K–$50K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Schwab Fund International ETF
Buy
$100K–$250K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Vanguard Muni Bond ETF
Buy
$250K–$500K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Schwab US TIPS ETF
Buy
$15K–$50K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
Schwab International Equity ETF
Buy
$100K–$250K · traded 2025-04-09 · filed 2025-07-15 (97d) · Filing ↗
GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
OpenBuy
$50K–$100K · traded 2025-04-04 · filed 2025-07-15 (102d) · Filing ↗
SPY (S&P 500 SPDR ETF)
Buy
$100K–$250K · traded 2025-04-04 · filed 2025-07-15 (102d) · Filing ↗
SPMD (S&P 400 Mid-Cap ETF)
Buy
$100K–$250K · traded 2025-04-04 · filed 2025-07-15 (102d) · Filing ↗
DODFX (Dodge & Cox International Stock Fund)
Buy
$100K–$250K · traded 2025-04-04 · filed 2025-07-15 (102d) · Filing ↗
Westside LC LLC
Buy
$500K–$1M · traded 2025-04-04 · filed 2025-07-15 (102d) · Filing ↗
GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
OpenBuy
$100K–$250K · traded 2025-04-02 · filed 2025-07-15 (104d) · Filing ↗
GS GGLPX (Goldman Sachs High Yield MunicipalFund)
OpenBuy
$50K–$100K · traded 2025-04-02 · filed 2025-07-15 (104d) · Filing ↗
SPY (S&P 500 SPDR ETF)
Buy
$250K–$500K · traded 2025-04-02 · filed 2025-07-15 (104d) · Filing ↗
SPMD (S&P 400 Mid-Cap ETF)
Buy
$250K–$500K · traded 2025-04-02 · filed 2025-07-15 (104d) · Filing ↗
DODFX (Dodge & Cox International Stock Fund)
Buy
$100K–$250K · traded 2025-04-02 · filed 2025-07-15 (104d) · Filing ↗
SWVXX Schwab Value Advantage Money Fund InvestorClass Shares
OpenBuy
$1M–$5M · traded 2025-03-24 · filed 2025-07-15 (113d) · Filing ↗
GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
OpenBuy
$50K–$100K · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
SPY (S&P 500 SPDR ETF)
Buy
$100K–$250K · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
SPMD (S&P 400 Mid-Cap ETF)
Buy
$100K–$250K · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
DODFX (Dodge & Cox International Stock Fund)
Buy
$100K–$250K · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
LBRT Liberty Energy Inc.
Sell
$500K–$1M · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
Liberty Energy Inc Class A
Sell
$1M–$5M · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
SWVXX Schwab Value Advantage Money Fund InvestorClass Shares
OpenBuy
$1M–$5M · traded 2025-03-21 · filed 2025-07-15 (116d) · Filing ↗
GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
OpenBuy
$50K–$100K · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
SPY (S&P 500 SPDR ETF)
Buy
$100K–$250K · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
SPMD (S&P 400 Mid-Cap ETF)
Buy
$100K–$250K · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
DODFX (Dodge & Cox International Stock Fund)
Buy
$100K–$250K · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
LBRT Liberty Energy Inc.
Sell
$500K–$1M · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
Liberty Energy Inc Class A
Sell
$1M–$5M · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
SWVXX Schwab Value Advantage Money Fund InvestorClass Shares
OpenBuy
$1M–$5M · traded 2025-03-20 · filed 2025-07-15 (117d) · Filing ↗
GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
OpenBuy
$50K–$100K · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
SPY (S&P 500 SPDR ETF)
Buy
$100K–$250K · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
SPMD (S&P 400 Mid-Cap ETF)
Buy
$100K–$250K · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
DODFX (Dodge & Cox International Stock Fund)
Buy
$100K–$250K · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
LBRT Liberty Energy Inc.
Sell
$500K–$1M · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
Liberty Energy Inc Class A
Sell
$1M–$5M · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
Schwab Value Advantage Money Fund
Buy
$1M–$5M · traded 2025-03-19 · filed 2025-07-15 (118d) · Filing ↗
GS GAJPX (Goldman Sachs Dynamic MunicipalIncome Fund)
OpenBuy
$50K–$100K · traded 2025-03-18 · filed 2025-07-15 (119d) · Filing ↗
LBRT Liberty Energy Inc.
Sell
$500K–$1M · traded 2025-03-18 · filed 2025-07-15 (119d) · Filing ↗

Open means no later sale of that stock has been filed. Owner is who holds the account, as reported.