Alley Investment Management Company, LLC Schwab Strategic Tr Us Large C Transaction History

Alley Investment Management Company, LLC

  • $727 Million
  • Q1 2024

A detailed history of Alley Investment Management Company, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 19,411 shares of SCHX stock, worth $1.27 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,411
Previous 19,458 0.24%
Holding current value
$1.27 Million
Previous $1.1 Million 9.75%
% of portfolio
0.17%
Previous 0.16%

Shares

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

May 10, 2024
SELL
$55.41 - $62.08 $2,604 - $2,917
-47 Reduced 0.24%
19,411 $1.2 Million
Q4 2023

Feb 12, 2024
SELL
$48.47 - $56.6 $84,240 - $98,370
-1,738 Reduced 8.2%
19,458 $1.1 Million
Q3 2023

Oct 27, 2023
BUY
$50.36 - $54.21 $503 - $542
10 Added 0.05%
21,196 $1.07 Million
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $1,954 - $2,147
41 Added 0.19%
21,186 $1.11 Million
Q1 2023

May 12, 2023
SELL
$44.78 - $49.41 $44,287 - $48,866
-989 Reduced 4.47%
21,145 $1.02 Million
Q4 2022

Feb 07, 2023
SELL
$44.01 - $48.16 $1,364 - $1,492
-31 Reduced 0.14%
22,134 $999,000
Q3 2022

Oct 27, 2022
BUY
N/A
165 Added 0.75%
22,165 $939,000
Q2 2022

Aug 05, 2022
SELL
N/A
-446 Reduced 1.99%
22,000 $983,000
Q1 2022

May 10, 2022
BUY
N/A
22,446 New
22,446 $1.21 Million

Others Institutions Holding SCHX

# of Institutions
1,259
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
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