Northern Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Northern Financial Advisors Inc

$133 Billion
Q2 2025

A detailed history of Northern Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northern Financial Advisors Inc holds 14,021 shares of SCHX stock, worth $353,469. This represents 0.26% of its overall portfolio holdings.

Number of Shares

14,021

Previous 13,856 1.19%

Holding current value

$353,469

Previous $306 Million 12.01%

% of portfolio

0.26%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$19.6 - $24.44 $3,234 - $4,032	165 Added 1.19%	14,021 $343 Million
Q1 2025 May 06, 2025	BUY	$21.75 - $24.28 $12,506 - $13,961	575 Added 4.33%	13,856 $306 Million
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $178,796 - $545,010	7,982 Added 150.63%	13,281 $308 Million
Q3 2024 Oct 29, 2024	BUY	$61.11 - $67.85 $6,477 - $7,192	106 Added 2.04%	5,299 $360 Million
Q2 2024 Aug 02, 2024	SELL	$58.7 - $64.78 $66,213 - $73,071	-1,128 Reduced 17.85%	5,193 $334 Million
Q1 2024 Apr 29, 2024	SELL	$55.41 - $62.08 $127,941 - $143,342	-2,309 Reduced 26.76%	6,321 $392 Million
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $418,296 - $488,458	8,630 New	8,630 $487 Million

Others Institutions Holding SCHX

# of Institutions

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

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About SCHWAB STRATEGIC TR US LARGE-C

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Northern Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History