A detailed history of Bright Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 16,194 shares of SCHX stock, worth $386,550. This represents 0.24% of its overall portfolio holdings.

Number of Shares
16,194
Previous 5,380 201.0%
Holding current value
$386,550
Previous $365 Million 2.82%
% of portfolio
0.24%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$22.4 - $68.28 $242,233 - $738,379
10,814 Added 201.0%
16,194 $375 Million
Q3 2024

Oct 10, 2024

BUY
$61.11 - $67.85 $2,016 - $2,239
33 Added 0.62%
5,380 $365 Million
Q2 2024

Aug 12, 2024

BUY
$58.7 - $64.78 $313,868 - $346,378
5,347 New
5,347 $344 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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