Plotkin Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Plotkin Financial Advisors, LLC

  • $167 Billion
  • Q3 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 22,444 shares of SCHX stock, worth $536,187. This represents 0.91% of its overall portfolio holdings.

Number of Shares
22,444
Holding current value
$536,187
% of portfolio
0.91%

Shares

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

Nov 14, 2024
BUY
$61.11 - $67.85 $1.37 Million - $1.52 Million
22,444 New
22,444 $1.52 Billion
Q2 2024

Nov 14, 2024
BUY
$58.7 - $64.78 $196,058 - $216,365
3,340 Added 18.82%
21,085 $1.35 Billion
Q1 2024

Nov 14, 2024
BUY
$55.41 - $62.08 $15,791 - $17,692
285 Added 1.63%
17,745 $1.1 Billion
Q4 2023

Nov 14, 2024
BUY
$48.47 - $56.6 $284,955 - $332,751
5,879 Added 50.76%
17,460 $985 Million
Q3 2023

Nov 14, 2024
BUY
$50.36 - $54.21 $186,080 - $200,305
3,695 Added 46.86%
11,581 $586 Million
Q2 2023

Nov 14, 2024
SELL
$47.67 - $52.37 $25,026 - $27,494
-525 Reduced 6.24%
7,886 $413 Million
Q1 2023

Nov 14, 2024
SELL
$44.78 - $49.41 $113,606 - $125,353
-2,537 Reduced 23.17%
8,411 $407 Million
Q3 2022

Nov 14, 2024
BUY
$42.35 - $51.01 $146,996 - $177,055
3,471 Added 46.42%
10,948 $464 Million
Q2 2022

Nov 14, 2024
BUY
$43.35 - $54.51 $99,141 - $124,664
2,287 Added 44.07%
7,477 $334 Million
Q1 2022

Nov 14, 2024
BUY
$49.51 - $57.27 $128,478 - $148,615
2,595 Added 100.0%
5,190 $279 Million
Q3 2020

Nov 14, 2024
SELL
$37.26 - $43.03 $739,573 - $854,102
-19,849 Reduced 88.44%
2,595 $209 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
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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