A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 373 shares of SCHX stock, worth $8,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares
373
Previous 115 224.35%
Holding current value
$8,896
Previous $7,000 257.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

BUY
$61.11 - $67.85 $15,766 - $17,505
258 Added 224.35%
373 $25,000
Q1 2024

Apr 30, 2024

BUY
$55.41 - $62.08 $2,271 - $2,545
41 Added 55.41%
115 $7,000
Q1 2023

May 15, 2023

SELL
$44.78 - $49.41 $3,089 - $3,409
-69 Reduced 48.25%
74 $3,000
Q4 2022

Jan 30, 2023

BUY
$42.25 - $48.16 $2,915 - $3,323
69 Added 93.24%
143 $0
Q3 2022

Nov 15, 2022

SELL
$42.35 - $51.01 $44,171 - $53,203
-1,043 Reduced 93.38%
74 $3,000
Q2 2022

Aug 09, 2022

SELL
$43.35 - $54.51 $26,486 - $33,305
-611 Reduced 35.36%
1,117 $50,000
Q1 2022

May 09, 2022

BUY
$49.51 - $57.27 $81,889 - $94,724
1,654 Added 2235.14%
1,728 $93,000
Q4 2020

Feb 02, 2021

BUY
$39.35 - $45.48 $1,455 - $1,682
37 Added 100.0%
74 $7,000
Q2 2020

Aug 13, 2020

SELL
$29.25 - $38.76 $8,394 - $11,124
-287 Reduced 88.58%
37 $3,000
Q1 2020

May 13, 2020

BUY
$26.61 - $40.52 $7,637 - $11,629
287 Added 775.68%
324 $20,000
Q4 2019

Feb 14, 2020

SELL
$34.42 - $38.54 $3,545 - $3,969
-103 Reduced 73.57%
37 $3,000
Q2 2019

Aug 13, 2019

BUY
N/A
103 Added 278.38%
140 $10,000
Q1 2019

May 15, 2019

SELL
N/A
-92,552 Reduced 99.96%
37 $2,000
Q4 2018

Feb 14, 2019

BUY
N/A
92,589 New
92,589 $5.54 Million
Q3 2018

Nov 13, 2018

BUY
N/A
0 New
0 $0

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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