Sebold Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Sebold Capital Management, Inc.

$149 Billion
Q4 2024

A detailed history of Sebold Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sebold Capital Management, Inc. holds 88,001 shares of SCHX stock, worth $2.09 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

88,001

Previous 30,417 189.32%

Holding current value

$2.09 Million

Previous $2.06 Billion 1.16%

% of portfolio

1.37%

Previous 1.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $1.29 Million - $3.93 Million	57,584 Added 189.32%	88,001 $2.04 Billion
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $6,233 - $6,920	-102 Reduced 0.33%	30,417 $2.06 Billion
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $458,388 - $505,867	-7,809 Reduced 20.37%	30,519 $1.96 Billion
Q1 2024 Apr 11, 2024	SELL	$55.41 - $62.08 $25,156 - $28,184	-454 Reduced 1.17%	38,328 $2.38 Billion
Q4 2023 Jan 17, 2024	SELL	$48.47 - $56.6 $259,653 - $303,206	-5,357 Reduced 12.14%	38,782 $2.19 Billion
Q3 2023 Oct 23, 2023	SELL	$50.36 - $54.21 $115,072 - $123,869	-2,285 Reduced 4.92%	44,139 $2.23 Billion
Q2 2023 Jul 28, 2023	SELL	$47.67 - $52.37 $126,706 - $139,199	-2,658 Reduced 5.42%	46,424 $2.43 Billion
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $13,254 - $14,625	-296 Reduced 0.6%	49,082 $2.37 Billion
Q4 2022 May 11, 2023	BUY	$42.25 - $48.16 $2.09 Million - $2.38 Million	49,378 New	49,378 $2.23 Billion

Others Institutions Holding SCHX

# of Institutions

1,355

Shares Held

389M

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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Sebold Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History