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 $298,573. This represents 1.03% of its overall portfolio holdings.

Number of Shares
12,765
Previous 13,224 3.47%
Holding current value
$298,573
Previous $593,000 8.43%
% of portfolio
1.03%
Previous 1.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
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More about SCHX
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