Curtis Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Curtis Advisory Group, LLC

$358 Million
Q4 2024

A detailed history of Curtis Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 13,794 shares of SCHX stock, worth $300,157. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,794

Previous 4,598 200.0%

Holding current value

$300,157

Previous $311,000 2.57%

% of portfolio

0.09%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $205,990 - $627,902	9,196 Added 200.0%	13,794 $319,000
Q3 2024 Nov 05, 2024	BUY	$61.11 - $67.85 $61 - $67	1 Added 0.02%	4,598 $311,000
Q2 2024 Jul 30, 2024	BUY	$58.7 - $64.78 $293 - $323	5 Added 0.11%	4,597 $295,000
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $626 - $691	14 Added 0.31%	4,592 $222,000
Q4 2022 Jan 30, 2023	BUY	$42.25 - $48.16 $193,420 - $220,476	4,578 New	4,578 $206,000
Q2 2022 Aug 10, 2022	BUY	$43.35 - $54.51 $198,456 - $249,546	4,578 New	4,578 $204,000

Others Institutions Holding SCHX

# of Institutions

1,480

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Curtis Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History