Choate Investment Advisors Schwab Strategic Tr Us Large C Transaction History

Choate Investment Advisors

  • $4.53 Billion
  • Q3 2025

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 9,963 shares of SCHX stock, worth $268,801. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,963
Previous 9,963 -0.0%
Holding current value
$268,801
Previous $243,000 7.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$22.4 - $68.28 $145,420 - $443,273
6,492 Added 187.04%
9,963 $230,000
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

# of Institutions
1,616
Shares Held
1.14B
Call Options Held
58.5K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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