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

Curtis Advisory Group, LLC

  • $268 Million
  • Q2 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 4,597 shares of SCHX stock, worth $309,286. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,597
Previous 4,592 0.11%
Holding current value
$309,286
Previous $284,000 3.87%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,316
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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