Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Large C Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 9,835 shares of SCHX stock, worth $230,139. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,835

Previous 9,885 0.51%

Holding current value

$230,139

Previous $635,000 5.04%

% of portfolio

0.09%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $3,055 - $3,392	-50 Reduced 0.51%	9,835 $667,000
Q2 2024 Aug 05, 2024	SELL	$58.7 - $64.78 $44,494 - $49,103	-758 Reduced 7.12%	9,885 $635,000
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $1,662 - $1,862	30 Added 0.28%	10,643 $660,000
Q4 2023 Feb 08, 2024	SELL	$48.47 - $56.6 $17,400 - $20,319	-359 Reduced 3.27%	10,613 $598,000
Q3 2023 Feb 08, 2024	SELL	$50.36 - $54.21 $19,690 - $21,196	-391 Reduced 3.44%	10,972 $555,000
Q2 2023 Aug 10, 2023	BUY	$47.67 - $52.37 $84,375 - $92,694	1,770 Added 18.45%	11,363 $595,000
Q1 2023 May 02, 2023	SELL	$44.78 - $49.41 $7,791 - $8,597	-174 Reduced 1.78%	9,593 $464,000
Q4 2022 Feb 07, 2023	SELL	$42.25 - $48.16 $10,478 - $11,943	-248 Reduced 2.48%	9,767 $440,000
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $27,400 - $33,003	647 Added 6.91%	10,015 $450,000
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $239,034 - $276,499	4,828 Added 106.34%	9,368 $504,000
Q4 2021 Jan 11, 2022	SELL	$51.9 - $57.29 $2,335 - $2,578	-45 Reduced 0.98%	4,540 $517,000
Q3 2021 Oct 12, 2021	SELL	$51.52 - $54.94 $2,112 - $2,252	-41 Reduced 0.89%	4,585 $477,000
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $23,969 - $25,640	-493 Reduced 9.63%	4,626 $481,000
Q4 2020 Feb 02, 2021	SELL	$39.35 - $45.48 $22,626 - $26,151	-575 Reduced 10.1%	5,119 $466,000
Q2 2020 Jul 14, 2020	BUY	$29.25 - $38.76 $1,199 - $1,589	41 Added 0.73%	5,694 $422,000
Q1 2019 May 02, 2019	SELL	N/A	-356 Reduced 5.92%	5,653 $382,000
Q4 2018 Jan 28, 2019	SELL	N/A	-65 Reduced 1.07%	6,009 $359,000
Q3 2018 Nov 01, 2018	BUY	N/A	869 Added 16.7%	6,074 $407,000
Q2 2018 Jul 18, 2018	BUY	N/A	446 Added 9.37%	5,205 $338,000
Q4 2017 Feb 06, 2018	BUY	N/A	4,759	4,759 $304,000

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

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Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Large C Transaction History