A detailed history of Baird Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baird Financial Group, Inc. holds 6,584 shares of SCHX stock, worth $152,748. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,584
Previous 4,867 35.28%
Holding current value
$152,748
Previous $312,000 42.95%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$61.11 - $67.85 $104,925 - $116,498
1,717 Added 35.28%
6,584 $446,000
Q1 2024

May 14, 2024

BUY
$55.41 - $62.08 $50,312 - $56,368
908 Added 22.94%
4,867 $302,000
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $67,179 - $78,447
-1,386 Reduced 25.93%
3,959 $223,000
Q3 2023

Nov 13, 2023

SELL
$50.36 - $54.21 $16,064 - $17,292
-319 Reduced 5.63%
5,345 $270,000
Q2 2023

Aug 11, 2023

BUY
$47.67 - $52.37 $7,531 - $8,274
158 Added 2.87%
5,664 $296,000
Q1 2023

May 15, 2023

SELL
$44.78 - $49.41 $68,334 - $75,399
-1,526 Reduced 21.7%
5,506 $266,000
Q3 2022

Nov 14, 2022

BUY
$42.35 - $51.01 $45,568 - $54,886
1,076 Added 21.66%
6,043 $256,000
Q2 2022

Aug 08, 2022

BUY
$43.35 - $54.51 $215,319 - $270,751
4,967 New
4,967 $222,000
Q1 2022

May 13, 2022

SELL
$49.51 - $57.27 $122,240 - $141,399
-2,469 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$51.9 - $57.29 $110,598 - $122,084
-2,131 Reduced 46.33%
2,469 $281,000
Q2 2020

Aug 14, 2020

BUY
$29.25 - $38.76 $134,550 - $178,296
4,600 New
4,600 $353,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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