A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 134,163 shares of SCHX stock, worth $3.11 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
134,163
Previous 132,226 1.46%
Holding current value
$3.11 Million
Previous $8.5 Billion 7.15%
% of portfolio
2.64%
Previous 2.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$61.11 - $67.85 $118,370 - $131,425
1,937 Added 1.46%
134,163 $9.1 Billion
Q2 2024

Jul 16, 2024

SELL
$58.7 - $64.78 $148,276 - $163,634
-2,526 Reduced 1.87%
132,226 $8.5 Billion
Q1 2024

May 03, 2024

SELL
$55.41 - $62.08 $117,635 - $131,795
-2,123 Reduced 1.55%
134,752 $8.36 Billion
Q4 2023

Apr 02, 2024

BUY
$48.47 - $56.6 $6.63 Million - $7.75 Million
136,875 New
136,875 $7.72 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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