A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 20,981 shares of SCHX stock, worth $1.42 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
20,981
Previous 29,497 28.87%
Holding current value
$1.42 Million
Previous $1.69 Billion 20.32%
% of portfolio
0.97%
Previous 1.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$58.7 - $64.78 $499,889 - $551,666
-8,516 Reduced 28.87%
20,981 $1.35 Billion
Q4 2023

Jan 29, 2024

BUY
$48.47 - $56.6 $2,665 - $3,113
55 Added 0.19%
29,497 $1.66 Billion
Q3 2023

Nov 01, 2023

BUY
$50.36 - $54.21 $1.23 Million - $1.32 Million
24,431 Added 487.55%
29,442 $1.49 Billion
Q2 2023

Jul 26, 2023

SELL
$47.67 - $52.37 $1.34 Million - $1.47 Million
-28,122 Reduced 84.88%
5,011 $262 Million
Q1 2023

Apr 20, 2023

SELL
$44.78 - $49.41 $283,994 - $313,358
-6,342 Reduced 16.07%
33,133 $1.6 Billion
Q4 2022

Apr 10, 2023

BUY
$42.25 - $48.16 $1.67 Million - $1.9 Million
39,475 New
39,475 $1.78 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Petra Financial Advisors Inc Portfolio

Follow Petra Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Petra Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Petra Financial Advisors Inc with notifications on news.