Balasa Dinverno & Foltz LLC Schwab Strategic Tr Us Large C Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 9,381 shares of SCHX stock, worth $225,144. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,381
Previous 9,381 -0.0%
Holding current value
$225,144
Previous $419,000 5.25%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 09, 2022
BUY
$43.35 - $54.51 $42,526 - $53,474
981 Added 11.68%
9,381 $419,000
Q1 2022

Apr 25, 2022
BUY
$49.51 - $57.27 $205,862 - $238,128
4,158 Added 98.02%
8,400 $452,000
Q4 2021

Jan 26, 2022
BUY
$51.9 - $57.29 $6,487 - $7,161
125 Added 3.04%
4,242 $483,000
Q3 2021

Oct 26, 2021
BUY
$51.52 - $54.94 $45,337 - $48,347
880 Added 27.19%
4,117 $428,000
Q2 2020

Aug 07, 2020
SELL
$29.25 - $38.76 $28,665 - $37,984
-980 Reduced 23.24%
3,237 $240,000
Q3 2019

Nov 06, 2019
BUY
$35.28 - $36.01 $148,775 - $151,854
4,217 New
4,217 $299,000

Others Institutions Holding SCHX

# of Institutions
1,425
Shares Held
867M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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