Carter Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Carter Financial Group, Inc.

  • $153 Billion
  • Q2 2025

A detailed history of Carter Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carter Financial Group, Inc. holds 12,322 shares of SCHX stock, worth $326,286. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,322
Previous 4,154 196.63%
Holding current value
$326,286
Previous $224,000 134338.84%
% of portfolio
0.2%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 22, 2025
BUY
$19.6 - $24.44 $160,092 - $199,625
8,168 Added 196.63%
12,322 $301 Million
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $205,664 - $237,899
4,154 New
4,154 $224,000

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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