Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Savvy Advisors, Inc.

$492 Billion
Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 104,721 shares of SCHX stock, worth $2.45 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

104,721

Previous 73,092 43.27%

Holding current value

$2.45 Million

Previous $4.7 Billion 51.3%

% of portfolio

1.44%

Previous 1.53%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$61.11 - $67.85 $1.93 Million - $2.15 Million	31,629 Added 43.27%	104,721 $7.11 Billion
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $107,068 - $118,158	1,824 Added 2.56%	73,092 $4.7 Billion
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $132,762 - $148,743	-2,396 Reduced 3.25%	71,268 $4.42 Billion
Q4 2023 Feb 08, 2024	BUY	$48.47 - $56.6 $3.57 Million - $4.17 Million	73,664 New	73,664 $4.15 Billion

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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Savvy Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History