Arbor Trust Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 96,465 shares of SCHX stock, worth $6.32 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
96,465
Previous 97,522 1.08%
Holding current value
$6.32 Million
Previous $5.5 Million 8.84%
% of portfolio
3.22%
Previous 3.28%

Shares

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

Apr 15, 2024
SELL
$55.41 - $62.08 $58,568 - $65,618
-1,057 Reduced 1.08%
96,465 $5.99 Million
Q4 2023

Jan 30, 2024
SELL
$48.47 - $56.6 $118,315 - $138,160
-2,441 Reduced 2.44%
97,522 $5.5 Million
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $364,102 - $391,938
-7,230 Reduced 6.74%
99,963 $5.06 Million
Q2 2023

Jul 31, 2023
SELL
$47.67 - $52.37 $108,401 - $119,089
-2,274 Reduced 2.08%
107,193 $5.61 Million
Q1 2023

May 02, 2023
SELL
$44.78 - $49.41 $115,218 - $127,131
-2,573 Reduced 2.3%
109,467 $5.29 Million
Q4 2022

Jan 31, 2023
BUY
$44.01 - $48.16 $69,799 - $76,381
1,586 Added 1.44%
112,040 $5.06 Million
Q3 2022

Oct 24, 2022
BUY
N/A
3,916 Added 3.68%
110,454 $4.68 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-121 Reduced 0.11%
106,538 $4.76 Million
Q1 2022

Apr 25, 2022
BUY
N/A
47,257 Added 79.55%
106,659 $5.74 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-1,152 Reduced 1.9%
59,402 $6.76 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-1,550 Reduced 2.5%
60,554 $6.3 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-9,965 Reduced 13.83%
62,104 $6.46 Million
Q1 2021

May 10, 2021
SELL
N/A
-21,480 Reduced 22.96%
72,069 $6.92 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-2,281 Reduced 2.38%
93,549 $8.51 Million
Q3 2020

Nov 09, 2020
BUY
N/A
593 Added 0.62%
95,830 $7.73 Million
Q2 2020

Aug 05, 2020
BUY
N/A
1,750 Added 1.87%
95,237 $7.06 Million
Q1 2020

Apr 30, 2020
BUY
N/A
346 Added 0.37%
93,487 $5.73 Million
Q4 2019

Feb 03, 2020
BUY
N/A
93,141 New
93,141 $7.15 Million

Others Institutions Holding SCHX

# of Institutions
1,261
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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