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 115 shares of SCHX stock, worth $7,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 74 55.41%
Holding current value
$7,489
Previous $4,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $3,036 - $3,323
69 Added 93.24%
143 $0
Q3 2022

Nov 15, 2022

SELL
N/A
-1,043 Reduced 93.38%
74 $3,000
Q2 2022

Aug 09, 2022

SELL
N/A
-611 Reduced 35.36%
1,117 $50,000
Q1 2022

May 09, 2022

BUY
N/A
1,654 Added 2235.14%
1,728 $93,000
Q4 2020

Feb 02, 2021

BUY
N/A
37 Added 100.0%
74 $7,000
Q2 2020

Aug 13, 2020

SELL
N/A
-287 Reduced 88.58%
37 $3,000
Q1 2020

May 13, 2020

BUY
N/A
287 Added 775.68%
324 $20,000
Q4 2019

Feb 14, 2020

SELL
N/A
-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
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Concourse Financial Group Securities, Inc. Portfolio

Follow Concourse Financial Group Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.