Diversified Portfolios, Inc. Schwab Strategic Tr Us Large C Transaction History

Diversified Portfolios, Inc.

  • $837 Million
  • Q3 2024

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 3,107 shares of SCHX stock, worth $72,703. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,107
Previous 3,286 5.45%
Holding current value
$72,703
Previous $211,000 0.47%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 06, 2024
SELL
$61.11 - $67.85 $10,938 - $12,145
-179 Reduced 5.45%
3,107 $210,000
Q2 2024

Jul 22, 2024
BUY
$58.7 - $64.78 $192,888 - $212,867
3,286 New
3,286 $211,000
Q4 2022

Jan 24, 2023
BUY
$42.25 - $48.16 $19,392 - $22,105
459 Added 13.14%
3,951 $0
Q3 2022

Nov 07, 2022
BUY
$42.35 - $51.01 $147,886 - $178,126
3,492 New
3,492 $148,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
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  • Sector ETFs
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More about SCHX
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