Advocate Group LLC Schwab Strategic Tr Us Large C Transaction History

Advocate Group LLC

  • $551 Million
  • Q3 2024

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

# 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

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

Track Advocate Group LLC Portfolio

Follow Advocate Group LLC 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 Advocate Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocate Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email