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 $302,916. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,794
Previous 4,598 200.0%
Holding current value
$302,916
Previous $311,000 2.57%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,478
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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