Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History

Econ Financial Services Corp

$163 Million
Q4 2024

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Econ Financial Services Corp holds 48,338 shares of SCHX stock, worth $1.1 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

48,338

Previous 17,194 181.13%

Holding current value

$1.1 Million

Previous $1.17 Million 3.95%

% of portfolio

0.69%

Previous 0.66%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $697,625 - $2.13 Million	31,144 Added 181.13%	48,338 $1.12 Million
Q3 2024 Oct 18, 2024	SELL	$61.11 - $67.85 $345,454 - $383,556	-5,653 Reduced 24.74%	17,194 $1.17 Million
Q2 2024 Aug 12, 2024	SELL	$58.7 - $64.78 $1.26 Million - $1.39 Million	-21,480 Reduced 48.46%	22,847 $1.47 Million
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $1.44 Million - $1.61 Million	-25,967 Reduced 36.94%	44,327 $2.75 Million
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $66,985 - $78,221	-1,382 Reduced 1.93%	70,294 $3.96 Million
Q3 2023 Nov 09, 2023	BUY	$50.36 - $54.21 $3.61 Million - $3.89 Million	71,676 New	71,676 $3.63 Million
Q4 2022 Jan 26, 2023	BUY	$42.25 - $48.16 $15,886 - $18,108	376 Added 1.33%	28,713 $0
Q3 2022 Oct 05, 2022	SELL	$42.35 - $51.01 $1.61 Million - $1.94 Million	-38,002 Reduced 57.28%	28,337 $1.2 Million
Q2 2022 Jul 19, 2022	BUY	$43.35 - $54.51 $2.88 Million - $3.62 Million	66,339 New	66,339 $2.96 Million
Q1 2022 Apr 22, 2022	SELL	$49.51 - $57.27 $4,109 - $4,753	-83 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$51.9 - $57.29 $1.99 Million - $2.19 Million	-38,267 Reduced 99.78%	83 $3.11 Million
Q2 2019 Aug 08, 2019	BUY	N/A	2,082 Added 5.74%	38,350 $2.69 Million
Q1 2019 May 08, 2019	BUY	N/A	4,954 Added 15.82%	36,268 $2.45 Million
Q4 2018 Feb 07, 2019	BUY	N/A	31,314 New	31,314 $1.87 Million

Others Institutions Holding SCHX

# of Institutions

1,475

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Econ Financial Services Corp Schwab Strategic Tr Us Large C Transaction History