Altfest L J & CO Inc Schwab Strategic Tr Us Large C Transaction History

Altfest L J & CO Inc

  • $692 Million
  • Q4 2024

A detailed history of Altfest L J & CO Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altfest L J & CO Inc holds 20,839 shares of SCHX stock, worth $497,010. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,839
Previous 7,141 191.82%
Holding current value
$497,010
Previous $485,000 0.41%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $306,835 - $935,299
13,698 Added 191.82%
20,839 $483,000
Q3 2024

Nov 05, 2024
SELL
$61.11 - $67.85 $1,099 - $1,221
-18 Reduced 0.25%
7,141 $485,000
Q2 2024

Aug 07, 2024
BUY
$58.7 - $64.78 $67,505 - $74,497
1,150 Added 19.14%
7,159 $460,000
Q1 2024

Apr 22, 2024
BUY
$55.41 - $62.08 $99,738 - $111,744
1,800 Added 42.77%
6,009 $373,000
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $204,010 - $238,229
4,209 New
4,209 $237,000

Others Institutions Holding SCHX

# of Institutions
1,411
Shares Held
764M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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