Cfo4 Life Group, LLC Schwab Strategic Tr Us Large C Transaction History

Cfo4 Life Group, LLC

  • $560 Million
  • Q3 2024

A detailed history of Cfo4 Life Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cfo4 Life Group, LLC holds 7,519 shares of SCHX stock, worth $175,944. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,519
Previous 6,234 20.61%
Holding current value
$175,944
Previous $400,000 27.5%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024
BUY
$61.11 - $67.85 $78,526 - $87,187
1,285 Added 20.61%
7,519 $510,000
Q2 2024

Jul 31, 2024
BUY
$58.7 - $64.78 $117 - $129
2 Added 0.03%
6,234 $400,000
Q1 2024

May 06, 2024
SELL
$55.41 - $62.08 $3,380 - $3,786
-61 Reduced 0.97%
6,232 $386,000
Q4 2023

Jan 24, 2024
BUY
$48.47 - $56.6 $3,489 - $4,075
72 Added 1.16%
6,293 $354,000
Q3 2023

Oct 30, 2023
BUY
$50.36 - $54.21 $251 - $271
5 Added 0.08%
6,221 $314,000
Q2 2023

Aug 07, 2023
BUY
$47.67 - $52.37 $238 - $261
5 Added 0.08%
6,216 $325,000
Q1 2023

May 03, 2023
BUY
$44.78 - $49.41 $268 - $296
6 Added 0.1%
6,211 $300,000
Q4 2022

Feb 03, 2023
BUY
$42.25 - $48.16 $253 - $288
6 Added 0.1%
6,205 $280,000
Q3 2022

Oct 19, 2022
BUY
$42.35 - $51.01 $254 - $306
6 Added 0.1%
6,199 $263,000
Q2 2022

Jul 20, 2022
BUY
$43.35 - $54.51 $268,466 - $337,580
6,193 New
6,193 $280,000
Q1 2022

May 02, 2022
SELL
$49.51 - $57.27 $91,395 - $105,720
-1,846 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$51.9 - $57.29 $95,807 - $105,757
1,846 New
1,846 $210,000
Q1 2021

Apr 20, 2021
SELL
$44.9 - $48.34 $134,565 - $144,874
-2,997 Closed
0 $0
Q3 2020

Oct 13, 2020
BUY
$37.26 - $43.03 $4,992 - $5,766
134 Added 4.68%
2,997 $242,000
Q2 2020

Jul 15, 2020
BUY
$29.25 - $38.76 $83,742 - $110,969
2,863 New
2,863 $212,000
Q1 2020

Apr 16, 2020
SELL
$26.61 - $40.52 $181,852 - $276,913
-6,834 Closed
0 $0
Q4 2019

Jan 22, 2020
SELL
$34.42 - $38.54 $14,112 - $15,801
-410 Reduced 5.66%
6,834 $525,000
Q3 2019

Nov 01, 2019
BUY
$35.28 - $36.01 $255,568 - $260,856
7,244 New
7,244 $514,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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