Accredited Investors Inc. Schwab Strategic Tr Us Large C Transaction History

Accredited Investors Inc.

  • $1.68 Billion
  • Q3 2024

A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Accredited Investors Inc. holds 3,510 shares of SCHX stock, worth $82,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,510
Previous 11,470 69.4%
Holding current value
$82,134
Previous $778,000 69.41%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 06, 2024
SELL
$61.11 - $67.85 $486,435 - $540,086
-7,960 Reduced 69.4%
3,510 $238,000
Q3 2024

Nov 05, 2024
BUY
$61.11 - $67.85 $486,741 - $540,425
7,965 Added 227.25%
11,470 $778,000
Q1 2024

May 14, 2024
BUY
$55.41 - $62.08 $194,212 - $217,590
3,505 New
3,505 $217,000
Q3 2023

Nov 07, 2023
BUY
$50.36 - $54.21 $1,359 - $1,463
27 Added 0.6%
4,523 $228,000
Q2 2023

Aug 03, 2023
BUY
$47.67 - $52.37 $214,324 - $235,455
4,496 New
4,496 $235,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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