Builder Investment Group Inc /Adv Schwab Strategic Tr Us Large C Transaction History

Builder Investment Group Inc /Adv

$368 Billion
Q4 2024

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 13,636 shares of SCHX stock, worth $328,218. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,636

Previous 3,633 275.34%

Holding current value

$328,218

Previous $247 Million 28.23%

% of portfolio

0.09%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $224,067 - $683,004	10,003 Added 275.34%	13,636 $316 Million
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $427 - $474	-7 Reduced 0.19%	3,633 $247 Million
Q2 2024 Jul 31, 2024	SELL	$58.7 - $64.78 $39,622 - $43,726	-675 Reduced 15.64%	3,640 $234 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $6,704 - $7,511	-121 Reduced 2.73%	4,315 $268 Million
Q4 2023 Jan 22, 2024	BUY	$48.47 - $56.6 $2,520 - $2,943	52 Added 1.19%	4,436 $250 Million
Q3 2023 Oct 18, 2023	BUY	$50.36 - $54.21 $16,014 - $17,238	318 Added 7.82%	4,384 $222 Million
Q2 2023 Jul 25, 2023	BUY	$47.67 - $52.37 $193,826 - $212,936	4,066 New	4,066 $213 Million

Others Institutions Holding SCHX

# of Institutions

1,362

Shares Held

404M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Builder Investment Group Inc /Adv Schwab Strategic Tr Us Large C Transaction History