Ellenbecker Investment Group Schwab Strategic Tr Us Large C Transaction History

Ellenbecker Investment Group

  • $541 Million
  • Q4 2024

A detailed history of Ellenbecker Investment Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ellenbecker Investment Group holds 13,842 shares of SCHX stock, worth $330,546. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,842
Previous 5,412 155.76%
Holding current value
$330,546
Previous $367,000 12.81%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $188,832 - $575,600
8,430 Added 155.76%
13,842 $320,000
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $183 - $203
3 Added 0.06%
5,412 $367,000
Q1 2024

Apr 09, 2024
BUY
$55.41 - $62.08 $299,712 - $335,790
5,409 New
5,409 $335,000

Others Institutions Holding SCHX

# of Institutions
1,379
Shares Held
472M
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 Ellenbecker Investment Group Portfolio

Follow Ellenbecker Investment Group 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 Ellenbecker Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Ellenbecker Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email