Walker Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Walker Financial Services, Inc.

  • $148 Billion
  • Q3 2024

A detailed history of Walker Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Walker Financial Services, Inc. holds 13,918 shares of SCHX stock, worth $325,681. This represents 0.64% of its overall portfolio holdings.

Number of Shares
13,918
Previous 13,759 1.16%
Holding current value
$325,681
Previous $884 Million 6.83%
% of portfolio
0.64%
Previous 0.69%

Shares

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

Oct 09, 2024
BUY
$61.11 - $67.85 $9,716 - $10,788
159 Added 1.16%
13,918 $944 Million
Q2 2024

Jul 15, 2024
SELL
$58.7 - $64.78 $27,941 - $30,835
-476 Reduced 3.34%
13,759 $884 Million
Q1 2024

Apr 11, 2024
SELL
$55.41 - $62.08 $10,306 - $11,546
-186 Reduced 1.29%
14,235 $883 Million
Q4 2023

Jan 09, 2024
SELL
$48.47 - $56.6 $581 - $679
-12 Reduced 0.08%
14,421 $813 Million
Q3 2023

Oct 11, 2023
SELL
$50.36 - $54.21 $26,086 - $28,080
-518 Reduced 3.46%
14,433 $730 Million
Q2 2023

Jul 11, 2023
SELL
$47.67 - $52.37 $1,287 - $1,413
-27 Reduced 0.18%
14,951 $783 Million
Q1 2023

May 10, 2023
BUY
$44.78 - $49.41 $670,714 - $740,062
14,978 New
14,978 $725 Million
Q3 2022

Jun 06, 2023
SELL
$42.35 - $51.01 $20,158 - $24,280
-476 Reduced 2.92%
15,802 $669 Million
Q2 2022

Jun 06, 2023
SELL
$43.35 - $54.51 $28,524 - $35,867
-658 Reduced 3.89%
16,278 $727 Million
Q1 2022

Jun 06, 2023
BUY
$49.51 - $57.27 $96,940 - $112,134
1,958 Added 13.07%
16,936 $912 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

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