M3 Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

M3 Advisory Group, LLC

  • $145 Billion
  • Q2 2025

A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 9,388 shares of SCHX stock, worth $249,063. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,388
Previous 9,388 -0.0%
Holding current value
$249,063
Previous $207 Million 10.69%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $140,425 - $428,047
6,269 Added 200.99%
9,388 $218 Million
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $190,602 - $211,624
3,119 New
3,119 $212 Million

Others Institutions Holding SCHX

# of Institutions
1,602
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
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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