Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Glass Jacobson Investment Advisors LLC

$302 Billion
Q3 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 2,024 shares of SCHX stock, worth $47,361. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,024

Previous 1,455 39.11%

Holding current value

$47,361

Previous $93.5 Million 46.82%

% of portfolio

0.05%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	BUY	$61.11 - $67.85 $34,771 - $38,606	569 Added 39.11%	2,024 $137 Million
Q1 2024 Apr 26, 2024	SELL	$55.41 - $62.08 $222,859 - $249,685	-4,022 Reduced 73.43%	1,455 $90.3 Million
Q4 2023 Jan 22, 2024	BUY	$48.47 - $56.6 $190,826 - $222,834	3,937 Added 255.65%	5,477 $309 Million
Q3 2023 Nov 07, 2023	BUY	$50.36 - $54.21 $4,784 - $5,149	95 Added 6.57%	1,540 $77.9 Million
Q2 2023 Jul 25, 2023	SELL	$47.67 - $52.37 $23,215 - $25,504	-487 Reduced 25.21%	1,445 $75.7 Million
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $81,627 - $93,045	1,932 New	1,932 $87.2 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

Ticker SCHX
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Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History