Cutler Investment Counsel LLC Schwab Strategic Tr Us Large C Transaction History

Cutler Investment Counsel LLC

  • $790 Million
  • Q3 2024

A detailed history of Cutler Investment Counsel LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cutler Investment Counsel LLC holds 17,696 shares of SCHX stock, worth $414,086. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,696
Previous 17,685 0.06%
Holding current value
$414,086
Previous $1.14 Million 5.63%
% of portfolio
0.15%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$61.11 - $67.85 $672 - $746
11 Added 0.06%
17,696 $1.2 Million
Q2 2024

Jul 30, 2024
BUY
$58.7 - $64.78 $293 - $323
5 Added 0.03%
17,685 $1.14 Million
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $1,994 - $2,234
36 Added 0.2%
17,680 $1.1 Million
Q4 2023

Jan 31, 2024
SELL
$48.47 - $56.6 $96 - $113
-2 Reduced 0.01%
17,644 $995,000
Q3 2023

Oct 25, 2023
BUY
$50.36 - $54.21 $151 - $162
3 Added 0.02%
17,646 $892,000
Q2 2023

Jul 25, 2023
SELL
$47.67 - $52.37 $5,958 - $6,546
-125 Reduced 0.7%
17,643 $923,000
Q1 2023

May 11, 2023
BUY
$44.78 - $49.41 $19,747 - $21,789
441 Added 2.55%
17,768 $859,000
Q4 2022

Jan 26, 2023
BUY
$42.25 - $48.16 $223,756 - $255,055
5,296 Added 44.02%
17,327 $0
Q3 2022

Nov 07, 2022
SELL
$42.35 - $51.01 $423 - $510
-10 Reduced 0.08%
12,031 $510,000
Q2 2022

Jul 19, 2022
BUY
$43.35 - $54.51 $17,470 - $21,967
403 Added 3.46%
12,041 $538,000
Q1 2022

May 10, 2022
BUY
$49.51 - $57.27 $576,197 - $666,508
11,638 New
11,638 $627,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Cutler Investment Counsel LLC Portfolio

Follow Cutler Investment Counsel LLC 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 Cutler Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cutler Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email