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

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q1 2025

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 15,397 shares of SCHX stock, worth $358,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,397

Previous 18,304 15.88%

Holding current value

$358,750

Previous $424,000 20.05%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.75 - $24.28 $63,227 - $70,581	-2,907 Reduced 15.88%	15,397 $339,000
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $293,977 - $896,106	13,124 Added 253.36%	18,304 $424,000
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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