Baltimore Washington Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q3 2024

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 5,180 shares of SCHX stock, worth $121,211. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,180
Previous 5,582 7.2%
Holding current value
$121,211
Previous $358,000 1.96%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$61.11 - $67.85 $24,566 - $27,275
-402 Reduced 7.2%
5,180 $351,000
Q2 2024

Jul 30, 2024
BUY
$58.7 - $64.78 $30,054 - $33,167
512 Added 10.1%
5,582 $358,000
Q2 2023

Aug 09, 2023
SELL
$47.67 - $52.37 $269,335 - $295,890
-5,650 Reduced 52.71%
5,070 $265,000
Q2 2022

Aug 05, 2022
BUY
$43.35 - $54.51 $436,014 - $548,261
10,058 Added 1519.34%
10,720 $478,000
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $32,775 - $37,912
662 New
662 $10.7 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
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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