Financial Architects, Inc Schwab Strategic Tr Us Large C Transaction History

Financial Architects, Inc

  • $657 Million
  • Q2 2023

A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Architects, Inc holds 19,596 shares of SCHX stock, worth $1.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,596
Previous 15,544 26.07%
Holding current value
$1.28 Million
Previous $751,000 36.62%
% of portfolio
0.16%
Previous 0.12%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$47.67 - $52.37 $193,158 - $212,203
4,052 Added 26.07%
19,596 $1.03 Million
Q1 2023

May 12, 2023
BUY
$44.78 - $49.41 $3,761 - $4,150
84 Added 0.54%
15,544 $751,000
Q4 2022

Feb 06, 2023
BUY
$44.01 - $48.16 $32,787 - $35,879
745 Added 5.06%
15,460 $698,000
Q3 2022

Nov 14, 2022
BUY
N/A
14,715 New
14,715 $623,000
Q2 2022

Aug 11, 2022
SELL
N/A
-14,192 Closed
0 $0
Q1 2022

May 05, 2022
BUY
N/A
7,626 Added 116.14%
14,192 $764,000
Q4 2021

Feb 14, 2022
BUY
N/A
292 Added 4.65%
6,566 $747,000
Q3 2021

Nov 12, 2021
SELL
N/A
-557 Reduced 8.15%
6,274 $653,000
Q2 2021

Aug 10, 2021
BUY
N/A
51 Added 0.75%
6,831 $710,000
Q1 2021

May 17, 2021
BUY
N/A
99 Added 1.48%
6,780 $651,000
Q4 2020

Feb 17, 2021
SELL
N/A
-8 Reduced 0.12%
6,681 $608,000
Q3 2020

Nov 09, 2020
BUY
N/A
362 Added 5.72%
6,689 $539,000
Q2 2020

Aug 11, 2020
SELL
N/A
-30 Reduced 0.47%
6,327 $469,000
Q1 2020

May 07, 2020
BUY
N/A
40 Added 0.63%
6,357 $389,000
Q4 2019

Feb 14, 2020
SELL
N/A
-19 Reduced 0.3%
6,317 $485,000
Q2 2019

Aug 14, 2019
SELL
N/A
-509 Reduced 7.44%
6,336 $445,000
Q1 2019

May 13, 2019
BUY
N/A
6,542 Added 2159.08%
6,845 $463,000
Q1 2019

May 03, 2019
SELL
N/A
-7,218 Reduced 95.97%
303 $20,000
Q4 2018

Feb 01, 2019
SELL
N/A
-17 Reduced 0.23%
7,521 $449,000
Q3 2018

Oct 29, 2018
SELL
N/A
-171 Reduced 2.22%
7,538 $524,000
Q2 2018

Aug 03, 2018
BUY
N/A
3,429 Added 80.12%
7,709 $501,000
Q1 2018

Apr 23, 2018
SELL
N/A
-418 Reduced 8.9%
4,280 $270,000
Q4 2017

Feb 12, 2018
BUY
N/A
1,336 Added 39.74%
4,698 $300,000
Q3 2017

Nov 01, 2017
BUY
N/A
3,012 Added 860.57%
3,362 $202,000
Q3 2017

Oct 23, 2017
BUY
N/A
350
350 $21,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
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 Financial Architects, Inc Portfolio

Follow Financial Architects, Inc 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 Financial Architects, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email