Blooom, Inc. Schwab Strategic Tr Us Large C Transaction History

Blooom, Inc.

$52.7 Million
Q3 2022

A detailed history of Blooom, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blooom, Inc. holds 12,765 shares of SCHX stock, worth $329,975. This represents 1.03% of its overall portfolio holdings.

Number of Shares

12,765

Previous 13,224 3.47%

Holding current value

$329,975

Previous $593,000 8.43%

% of portfolio

1.03%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	SELL	$42.35 - $51.01 $19,438 - $23,413	-459 Reduced 3.47%	12,765 $543,000
Q2 2022 Aug 01, 2022	SELL	$43.35 - $54.51 $20,114 - $25,292	-464 Reduced 3.39%	13,224 $593,000
Q1 2022 May 06, 2022	BUY	$49.51 - $57.27 $330,281 - $382,048	6,671 Added 95.07%	13,688 $751,000
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $1,505 - $1,661	-29 Reduced 0.41%	7,017 $799,000
Q3 2021 Oct 19, 2021	SELL	$51.52 - $54.94 $14,116 - $15,053	-274 Reduced 3.74%	7,046 $738,000
Q2 2021 Sep 23, 2021	BUY	$48.62 - $52.01 $24,212 - $25,900	498 Added 7.3%	7,320 $755,000
Q1 2021 Oct 21, 2021	SELL	$44.9 - $48.34 $25,233 - $27,167	-562 Reduced 7.61%	6,822 $655,000
Q4 2020 Oct 21, 2021	BUY	$39.35 - $45.48 $290,560 - $335,824	7,384 New	7,384 $668,000

Others Institutions Holding SCHX

# of Institutions

1,565

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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