A detailed history of Advocate Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advocate Group LLC holds 3,223 shares of SCHX stock, worth $75,418. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,223
Previous 3,223 -0.0%
Holding current value
$75,418
Previous $207,000 5.31%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 25, 2024

BUY
$55.41 - $62.08 $178,586 - $200,083
3,223 New
3,223 $200,000
Q3 2023

Oct 17, 2023

SELL
$50.36 - $54.21 $5,036 - $5,421
-100 Reduced 2.12%
4,628 $234,000
Q4 2022

Jan 18, 2023

BUY
$42.25 - $48.16 $199,758 - $227,700
4,728 New
4,728 $0

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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