Advisor Group Holdings, Inc. Schwab Strategic Tr Us Large C Transaction History

Advisor Group Holdings, Inc.

  • $43.4 Billion
  • Q1 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 229,565 shares of SCHX stock, worth $14.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
229,565
Previous 248,727 7.7%
Holding current value
$14.7 Million
Previous $14 Million 1.55%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $1.06 Million - $1.19 Million
-19,162 Reduced 7.7%
229,565 $14.2 Million
Q4 2023

Feb 12, 2024
SELL
$48.47 - $56.6 $4.01 Million - $4.69 Million
-82,814 Reduced 24.98%
248,727 $14 Million
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $5.98 Million - $6.44 Million
-118,739 Reduced 26.37%
331,541 $16.8 Million
Q2 2023

Aug 21, 2023
SELL
$47.67 - $52.37 $249 Million - $274 Million
-5,231,572 Reduced 92.08%
450,280 $23.6 Million
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $190 Million - $209 Million
3,983,231 Added 234.5%
5,681,852 $298 Million
Q1 2023

May 12, 2023
SELL
$44.78 - $49.41 $178,582 - $197,047
-3,988 Reduced 0.23%
1,698,621 $82.2 Million
Q4 2022

Feb 10, 2023
SELL
$44.01 - $48.16 $743,680 - $813,807
-16,898 Reduced 0.98%
1,702,609 $76.9 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-129,827 Reduced 7.02%
1,719,507 $72.8 Million
Q2 2022

Aug 10, 2022
BUY
N/A
82,822 Added 4.69%
1,849,334 $82.6 Million
Q1 2022

May 04, 2022
BUY
N/A
696,933 Added 65.16%
1,766,512 $91.7 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-132,930 Reduced 11.05%
1,069,579 $111 Million
Q2 2021

Aug 02, 2021
SELL
N/A
-122,279 Reduced 9.23%
1,202,509 $125 Million
Q1 2021

May 13, 2021
BUY
N/A
37,198 Added 2.89%
1,324,788 $127 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-66,192 Reduced 4.89%
1,287,590 $117 Million
Q3 2020

Nov 12, 2020
BUY
N/A
82,055 Added 6.45%
1,353,782 $109 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-5,544,570 Reduced 81.34%
1,271,727 $94.5 Million
Q1 2020

May 18, 2020
BUY
N/A
6,816,297 New
6,816,297 $71 Million

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email