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

Northern Financial Advisors Inc

$191 Billion
Q3 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 14,443 shares of SCHX stock, worth $383,317. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,443

Previous 14,021 3.01%

Holding current value

$383,317

Previous $343 Million 11.02%

% of portfolio

0.2%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$24.46 - $26.5 $10,322 - $11,183	422 Added 3.01%	14,443 $380 Million
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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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