Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Colton Groome Financial Advisors, LLC

  • $256 Million
  • Q1 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 19,855 shares of SCHX stock, worth $463,812. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,855
Holding current value
$463,812
% of portfolio
0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.75 - $24.28 $431,846 - $482,079
19,855 New
19,855 $438,000
Q1 2022

Apr 18, 2022
BUY
$49.51 - $57.27 $135,706 - $156,977
2,741 Added 96.79%
5,573 $300,000
Q3 2021

Oct 18, 2021
SELL
$51.52 - $54.94 $261,721 - $279,095
-5,080 Reduced 64.21%
2,832 $295,000
Q2 2021

Jul 21, 2021
SELL
$48.62 - $52.01 $3 Million - $3.21 Million
-61,694 Reduced 88.63%
7,912 $823,000
Q1 2021

Apr 21, 2021
BUY
$44.9 - $48.34 $300,874 - $323,926
6,701 Added 10.65%
69,606 $6.68 Million
Q4 2020

Jan 19, 2021
SELL
$39.35 - $45.48 $54,303 - $62,762
-1,380 Reduced 2.15%
62,905 $5.72 Million
Q3 2020

Oct 23, 2020
BUY
$37.26 - $43.03 $192,000 - $221,733
5,153 Added 8.71%
64,285 $5.18 Million
Q2 2020

Jul 14, 2020
BUY
$29.25 - $38.76 $910,172 - $1.21 Million
31,117 Added 111.07%
59,132 $4.38 Million
Q1 2020

Apr 13, 2020
SELL
$26.61 - $40.52 $941,701 - $1.43 Million
-35,389 Reduced 55.82%
28,015 $1.72 Million
Q4 2019

Jan 21, 2020
BUY
$34.42 - $38.54 $24,266 - $27,170
705 Added 1.12%
63,404 $4.87 Million
Q3 2019

Nov 12, 2019
BUY
$35.28 - $36.01 $2.21 Million - $2.26 Million
62,699 New
62,699 $4.62 Million

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.4K
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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