Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History

Dhjj Financial Advisors, Ltd.

$214 Million
Q2 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 6,690 shares of SCHX stock, worth $453,448. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,690

Previous 7,332 8.76%

Holding current value

$453,448

Previous $455,000 5.71%

% of portfolio

0.2%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$58.7 - $64.78 $37,685 - $41,588	-642 Reduced 8.76%	6,690 $429,000
Q1 2024 Apr 11, 2024	SELL	$55.41 - $62.08 $22,108 - $24,769	-399 Reduced 5.16%	7,332 $455,000
Q4 2023 Jan 29, 2024	SELL	$48.47 - $56.6 $114,922 - $134,198	-2,371 Reduced 23.47%	7,731 $436,000
Q3 2023 Oct 10, 2023	BUY	$50.36 - $54.21 $503 - $542	10 Added 0.1%	10,102 $511,000
Q2 2023 Jul 28, 2023	BUY	$47.67 - $52.37 $476 - $523	10 Added 0.1%	10,092 $528,000
Q1 2023 May 02, 2023	BUY	$44.78 - $49.41 $447 - $494	10 Added 0.1%	10,082 $487,000
Q4 2022 Feb 03, 2023	BUY	$42.25 - $48.16 $507 - $577	12 Added 0.12%	10,072 $454,000
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $465 - $561	11 Added 0.11%	10,060 $426,000
Q2 2022 Aug 04, 2022	BUY	$43.35 - $54.51 $433 - $545	10 Added 0.1%	10,049 $449,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $248,688 - $287,667	5,023 Added 100.14%	10,039 $542,000
Q4 2021 Jan 21, 2022	BUY	$51.9 - $57.29 $207 - $229	4 Added 0.08%	5,016 $571,000
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $257 - $274	5 Added 0.1%	5,012 $521,000
Q2 2021 Aug 05, 2021	SELL	$48.62 - $52.01 $10,647 - $11,390	-219 Reduced 4.19%	5,007 $521,000
Q1 2021 May 05, 2021	BUY	$44.9 - $48.34 $23,078 - $24,846	514 Added 10.91%	5,226 $499,000
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $185,417 - $214,301	4,712 New	4,712 $429,000

Others Institutions Holding SCHX

# of Institutions

1,317

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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Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History