A detailed history of Carr Financial Group Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carr Financial Group Corp holds 305,446 shares of SCHX stock, worth $7.26 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares
305,446
Previous 349,398 12.58%
Holding current value
$7.26 Million
Previous $22.4 Billion 7.68%
% of portfolio
6.07%
Previous 7.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$61.11 - $67.85 $2.69 Million - $2.98 Million
-43,952 Reduced 12.58%
305,446 $20.7 Billion
Q2 2024

Jul 12, 2024

BUY
$58.7 - $64.78 $723,536 - $798,478
12,326 Added 3.66%
349,398 $22.4 Billion
Q1 2024

Apr 25, 2024

BUY
$55.41 - $62.08 $1.87 Million - $2.09 Million
33,724 Added 11.12%
337,072 $20.9 Billion
Q4 2023

Jan 26, 2024

BUY
$48.47 - $56.6 $4.89 Million - $5.71 Million
100,925 Added 49.86%
303,348 $17.1 Billion
Q3 2023

Nov 06, 2023

SELL
$50.36 - $54.21 $219,317 - $236,084
-4,355 Reduced 2.11%
202,423 $10.4 Billion
Q2 2023

Jul 14, 2023

BUY
$47.67 - $52.37 $491,525 - $539,987
10,311 Added 5.25%
206,778 $10.8 Billion
Q1 2023

Apr 19, 2023

BUY
$44.78 - $49.41 $924,796 - $1.02 Million
20,652 Added 11.75%
196,467 $9.5 Billion
Q4 2022

Feb 13, 2023

BUY
$42.25 - $48.16 $7.43 Million - $8.47 Million
175,815 New
175,815 $7.94 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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