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

Curtis Advisory Group, LLC

$320 Million
Q1 2025

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 13,812 shares of SCHX stock, worth $321,819. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,812

Previous 13,794 0.13%

Holding current value

$321,819

Previous $319,000 4.7%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$21.75 - $24.28 $391 - $437	18 Added 0.13%	13,812 $304,000
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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