Balanced Rock Investment Advisor Schwab Strategic Tr Us Large C Transaction History

Balanced Rock Investment Advisor

  • $119 Billion
  • Q2 2024

A detailed history of Balanced Rock Investment Advisor transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 6,538 shares of SCHX stock, worth $436,803. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,538
Previous 6,538 -0.0%
Holding current value
$436,803
Previous $406 Million 3.53%
% of portfolio
0.35%
Previous 0.35%

Shares

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

May 13, 2024
SELL
$55.41 - $62.08 $4,654 - $5,214
-84 Reduced 1.27%
6,538 $406 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $320,968 - $374,805
6,622 New
6,622 $373 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
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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