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

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

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 18,149 shares of SCHX stock, worth $454,813. This represents 0.32% of its overall portfolio holdings.

Number of Shares
18,149
Previous 18,404 1.39%
Holding current value
$454,813
Previous $427 Million 6.07%
% of portfolio
0.32%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$21.75 - $24.28 $5,546 - $6,191
-255 Reduced 1.39%
18,149 $401 Million
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $267,814 - $816,355
11,956 Added 185.42%
18,404 $427 Million
Q3 2024

Nov 13, 2024
SELL
$61.11 - $67.85 $5,499 - $6,106
-90 Reduced 1.38%
6,448 $437 Million
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
1,539
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
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 Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor 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 Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email