North Star Asset Management LLC /Nj/ Schwab Strategic Tr Us Large C Transaction History

North Star Asset Management LLC /Nj/

  • $144 Billion
  • Q2 2024

A detailed history of North Star Asset Management LLC /Nj/ transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, North Star Asset Management LLC /Nj/ holds 4,079 shares of SCHX stock, worth $95,407. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,079
Previous 4,805 15.11%
Holding current value
$95,407
Previous $298 Million 12.12%
% of portfolio
0.18%
Previous 0.23%

Shares

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

Aug 02, 2024
SELL
$58.7 - $64.78 $42,616 - $47,030
-726 Reduced 15.11%
4,079 $262 Million
Q1 2024

May 03, 2024
SELL
$55.41 - $62.08 $49,758 - $55,747
-898 Reduced 15.75%
4,805 $298 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $276,424 - $322,789
5,703 New
5,703 $322 Million

Others Institutions Holding SCHX

# of Institutions
1,335
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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