Aull & Monroe Investment Management Corp Schwab Strategic Tr Us Large C Transaction History

Aull & Monroe Investment Management Corp

  • $217 Million
  • Q1 2024

A detailed history of Aull & Monroe Investment Management Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aull & Monroe Investment Management Corp holds 15,889 shares of SCHX stock, worth $1.04 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
15,889
Previous 13,794 15.19%
Holding current value
$1.04 Million
Previous $777,000 26.9%
% of portfolio
0.45%
Previous 0.39%

Shares

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

May 06, 2024
BUY
$55.41 - $62.08 $116,083 - $130,057
2,095 Added 15.19%
15,889 $986,000
Q4 2023

Jan 25, 2024
SELL
$48.47 - $56.6 $484 - $566
-10 Reduced 0.07%
13,794 $777,000
Q3 2023

Nov 13, 2023
SELL
$50.36 - $54.21 $201 - $216
-4 Reduced 0.03%
13,804 $698,000
Q2 2023

Jul 24, 2023
SELL
$47.67 - $52.37 $6,435 - $7,069
-135 Reduced 0.97%
13,808 $723,000
Q3 2022

Nov 10, 2022
SELL
N/A
-304 Reduced 2.13%
13,943 $590,000
Q2 2022

Aug 08, 2022
SELL
N/A
-51 Reduced 0.36%
14,247 $636,000
Q1 2022

May 02, 2022
BUY
N/A
6,974 Added 95.22%
14,298 $770,000
Q4 2021

Feb 02, 2022
SELL
N/A
-113 Reduced 1.52%
7,324 $834,000
Q3 2021

Oct 26, 2021
BUY
N/A
75 Added 1.02%
7,437 $774,000
Q2 2021

Jul 28, 2021
BUY
N/A
452 Added 6.54%
7,362 $765,000
Q1 2021

Apr 19, 2021
SELL
N/A
-1,303 Reduced 15.87%
6,910 $664,000
Q4 2020

Feb 02, 2021
SELL
N/A
-167 Reduced 1.99%
8,213 $747,000
Q3 2020

Nov 02, 2020
BUY
N/A
30 Added 0.36%
8,380 $676,000
Q2 2020

Jul 28, 2020
BUY
N/A
337 Added 4.21%
8,350 $619,000
Q1 2020

Apr 22, 2020
BUY
N/A
422 Added 5.56%
8,013 $491,000
Q4 2019

Feb 04, 2020
BUY
N/A
1,500 Added 24.63%
7,591 $583,000
Q3 2019

Oct 30, 2019
BUY
N/A
842 Added 16.04%
6,091 $432,000
Q2 2019

Jul 29, 2019
BUY
N/A
664 Added 14.48%
5,249 $368,000
Q1 2019

Apr 18, 2019
BUY
N/A
203 Added 4.63%
4,585 $310,000
Q4 2018

Feb 13, 2019
BUY
N/A
344 Added 8.52%
4,382 $262,000
Q3 2018

Oct 31, 2018
BUY
N/A
602 Added 17.52%
4,038 $281,000
Q2 2018

Jul 24, 2018
BUY
N/A
3,436 New
3,436 $223,000

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
Track This Portfolio

Track Aull & Monroe Investment Management Corp Portfolio

Follow Aull & Monroe Investment Management Corp 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 Aull & Monroe Investment Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aull & Monroe Investment Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email