Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Bigelow Investment Advisors, LLC

$212 Million
Q4 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 225,899 shares of SCHX stock, worth $5.37 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

225,899

Previous 85,350 164.67%

Holding current value

$5.37 Million

Previous $5.79 Million 9.57%

% of portfolio

2.47%

Previous 2.6%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $3.15 Million - $9.6 Million	140,549 Added 164.67%	225,899 $5.24 Million
Q3 2024 Oct 18, 2024	SELL	$61.11 - $67.85 $444,025 - $492,998	-7,266 Reduced 7.85%	85,350 $5.79 Million
Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $4,754 - $5,247	-81 Reduced 0.09%	92,616 $5.95 Million
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $14,129 - $15,830	-255 Reduced 0.27%	92,697 $5.75 Million
Q4 2023 Jan 31, 2024	SELL	$48.47 - $56.6 $149,772 - $174,894	-3,090 Reduced 3.22%	92,952 $5.24 Million
Q3 2023 Oct 31, 2023	SELL	$50.36 - $54.21 $106,511 - $114,654	-2,115 Reduced 2.15%	96,042 $4.86 Million
Q2 2023 Jul 25, 2023	SELL	$47.67 - $52.37 $126,230 - $138,675	-2,648 Reduced 2.63%	98,157 $5.14 Million
Q1 2023 May 09, 2023	SELL	$44.78 - $49.41 $163,581 - $180,494	-3,653 Reduced 3.5%	100,805 $4.88 Million
Q4 2022 Jan 26, 2023	SELL	$42.25 - $48.16 $499,395 - $569,251	-11,820 Reduced 10.17%	104,458 $0
Q3 2022 Nov 10, 2022	SELL	$42.35 - $51.01 $295,941 - $356,457	-6,988 Reduced 5.67%	116,278 $4.92 Million
Q2 2022 Jul 18, 2022	SELL	$43.35 - $54.51 $244,103 - $306,945	-5,631 Reduced 4.37%	123,266 $5.51 Million
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $3.28 Million - $3.79 Million	66,251 Added 105.75%	128,897 $6.94 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $12,715 - $14,036	-245 Reduced 0.39%	62,646 $7.13 Million
Q3 2021 Nov 04, 2021	BUY	$51.52 - $54.94 $131,376 - $140,097	2,550 Added 4.23%	62,891 $6.54 Million
Q1 2021 May 06, 2021	SELL	$44.9 - $48.34 $17,960 - $19,336	-400 Reduced 0.66%	60,341 $5.8 Million
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $49,699 - $57,441	1,263 Added 2.12%	60,741 $5.52 Million
Q3 2020 Nov 10, 2020	SELL	$37.26 - $43.03 $141,178 - $163,040	-3,789 Reduced 5.99%	59,478 $4.8 Million
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $27,699 - $36,705	-947 Reduced 1.47%	63,267 $4.69 Million
Q1 2020 May 05, 2020	BUY	$26.61 - $40.52 $233,955 - $356,251	8,792 Added 15.86%	64,214 $3.93 Million
Q4 2019 Jan 31, 2020	BUY	$34.42 - $38.54 $89,973 - $100,743	2,614 Added 4.95%	55,422 $4.26 Million
Q3 2019 Oct 22, 2019	BUY	$35.28 - $36.01 $57,541 - $58,732	1,631 Added 3.19%	52,808 $3.75 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-2,190 Reduced 4.1%	51,177 $3.59 Million
Q1 2019 Apr 25, 2019	BUY	N/A	741 Added 1.41%	53,367 $3.61 Million
Q4 2018 Jan 29, 2019	BUY	N/A	493 Added 0.95%	52,626 $3.14 Million
Q3 2018 Nov 05, 2018	BUY	N/A	4,555 Added 9.57%	52,133 $3.63 Million
Q2 2018 Jul 19, 2018	BUY	N/A	1,901 Added 4.16%	47,578 $3.09 Million
Q1 2018 Apr 19, 2018	BUY	N/A	4,701 Added 11.47%	45,677 $2.88 Million
Q4 2017 Feb 09, 2018	BUY	N/A	40,976	40,976 $2.61 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History