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

Aull & Monroe Investment Management Corp

  • $184 Million
  • Q2 2025

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 53,037 shares of SCHX stock, worth $1.34 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
53,037
Previous 54,422 2.54%
Holding current value
$1.34 Million
Previous $1.2 Million 7.91%
% of portfolio
0.7%
Previous 0.61%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$19.6 - $24.44 $27,146 - $33,849
-1,385 Reduced 2.54%
53,037 $1.3 Million
Q1 2025

May 14, 2025
BUY
$21.75 - $24.28 $183,570 - $204,923
8,440 Added 18.36%
54,422 $1.2 Million
Q4 2024

Feb 06, 2025
BUY
$22.4 - $68.28 $678,003 - $2.07 Million
30,268 Added 192.62%
45,982 $1.07 Million
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $78,526 - $87,187
-1,285 Reduced 7.56%
15,714 $1.07 Million
Q2 2024

Jul 19, 2024
BUY
$58.7 - $64.78 $65,157 - $71,905
1,110 Added 6.99%
16,999 $1.09 Million
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
$42.35 - $51.01 $12,874 - $15,507
-304 Reduced 2.13%
13,943 $590,000
Q2 2022

Aug 08, 2022
SELL
$43.35 - $54.51 $2,210 - $2,780
-51 Reduced 0.36%
14,247 $636,000
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $345,282 - $399,400
6,974 Added 95.22%
14,298 $770,000
Q4 2021

Feb 02, 2022
SELL
$51.9 - $57.29 $5,864 - $6,473
-113 Reduced 1.52%
7,324 $834,000
Q3 2021

Oct 26, 2021
BUY
$51.52 - $54.94 $3,864 - $4,120
75 Added 1.02%
7,437 $774,000
Q2 2021

Jul 28, 2021
BUY
$48.62 - $52.01 $21,976 - $23,508
452 Added 6.54%
7,362 $765,000
Q1 2021

Apr 19, 2021
SELL
$44.9 - $48.34 $58,504 - $62,987
-1,303 Reduced 15.87%
6,910 $664,000
Q4 2020

Feb 02, 2021
SELL
$39.35 - $45.48 $6,571 - $7,595
-167 Reduced 1.99%
8,213 $747,000
Q3 2020

Nov 02, 2020
BUY
$37.26 - $43.03 $1,117 - $1,290
30 Added 0.36%
8,380 $676,000
Q2 2020

Jul 28, 2020
BUY
$29.25 - $38.76 $9,857 - $13,062
337 Added 4.21%
8,350 $619,000
Q1 2020

Apr 22, 2020
BUY
$26.61 - $40.52 $11,229 - $17,099
422 Added 5.56%
8,013 $491,000
Q4 2019

Feb 04, 2020
BUY
$34.42 - $38.54 $51,630 - $57,810
1,500 Added 24.63%
7,591 $583,000
Q3 2019

Oct 30, 2019
BUY
$35.28 - $36.01 $29,705 - $30,320
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
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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