A detailed history of Choate Investment Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Choate Investment Advisors holds 3,471 shares of SCHX stock, worth $81,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,471
Previous 3,471 -0.0%
Holding current value
$81,221
Previous $223,000 5.38%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$55.41 - $62.08 $192,328 - $215,479
3,471 New
3,471 $215,000
Q1 2022

Apr 29, 2022

BUY
$49.51 - $57.27 $17,130 - $19,815
346 Added 100.0%
692 $37,000
Q3 2021

Nov 04, 2021

SELL
$51.52 - $54.94 $9,119 - $9,724
-177 Reduced 33.84%
346 $36,000
Q2 2021

Jul 30, 2021

BUY
$48.62 - $52.01 $25,428 - $27,201
523 New
523 $54,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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