Balanced Rock Investment Advisor Schwab Strategic Tr Us Large C Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 18,149 shares of SCHX stock, worth $422,871. This represents 0.32% of its overall portfolio holdings.

Number of Shares
18,149
Previous 18,404 1.39%
Holding current value
$422,871
Previous $427 Million 6.07%
% of portfolio
0.32%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$21.75 - $24.28 $5,546 - $6,191
-255 Reduced 1.39%
18,149 $401 Million
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $267,814 - $816,355
11,956 Added 185.42%
18,404 $427 Million
Q3 2024

Nov 13, 2024
SELL
$61.11 - $67.85 $5,499 - $6,106
-90 Reduced 1.38%
6,448 $437 Million
Q1 2024

May 13, 2024
SELL
$55.41 - $62.08 $4,654 - $5,214
-84 Reduced 1.27%
6,538 $406 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $320,968 - $374,805
6,622 New
6,622 $373 Million

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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