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

Altfest L J & CO Inc

$650 Million
Q1 2025

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 20,947 shares of SCHX stock, worth $489,321. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,947

Previous 20,839 0.52%

Holding current value

$489,321

Previous $483,000 4.35%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$21.75 - $24.28 $2,349 - $2,622	108 Added 0.52%	20,947 $462,000
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

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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