Financial Counselors Inc Schwab Strategic Tr Us Large C Transaction History

Financial Counselors Inc

  • $6.67 Billion
  • Q3 2024

A detailed history of Financial Counselors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Counselors Inc holds 44,723 shares of SCHX stock, worth $1.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
44,723
Previous 46,780 4.4%
Holding current value
$1.05 Million
Previous $3.01 Million 0.97%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024
SELL
$61.11 - $67.85 $125,703 - $139,567
-2,057 Reduced 4.4%
44,723 $3.03 Million
Q2 2024

Aug 01, 2024
BUY
$58.7 - $64.78 $209,559 - $231,264
3,570 Added 8.26%
46,780 $3.01 Million
Q1 2024

May 02, 2024
SELL
$55.41 - $62.08 $8,311 - $9,312
-150 Reduced 0.35%
43,210 $2.68 Million
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $7,852 - $9,169
162 Added 0.38%
43,360 $2.45 Million
Q3 2023

Nov 07, 2023
SELL
$50.36 - $54.21 $200,533 - $215,864
-3,982 Reduced 8.44%
43,198 $2.19 Million
Q2 2023

Jul 27, 2023
BUY
$47.67 - $52.37 $47,765 - $52,474
1,002 Added 2.17%
47,180 $2.47 Million
Q1 2023

May 02, 2023
BUY
$44.78 - $49.41 $65,916 - $72,731
1,472 Added 3.29%
46,178 $2.23 Million
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $45,376 - $51,723
1,074 Added 2.46%
44,706 $2.02 Million
Q3 2022

Nov 01, 2022
SELL
$42.35 - $51.01 $31,339 - $37,747
-740 Reduced 1.67%
43,632 $1.85 Million
Q2 2022

Aug 02, 2022
BUY
$43.35 - $54.51 $20,981 - $26,382
484 Added 1.1%
44,372 $1.98 Million
Q1 2022

Apr 28, 2022
BUY
$49.51 - $57.27 $1.09 Million - $1.26 Million
21,944 Added 100.0%
43,888 $2.36 Million
Q4 2021

Feb 10, 2022
BUY
$51.9 - $57.29 $153,156 - $169,062
2,951 Added 15.54%
21,944 $2.5 Million
Q3 2021

Oct 26, 2021
BUY
$51.52 - $54.94 $39,412 - $42,029
765 Added 4.2%
18,993 $1.98 Million
Q1 2021

Apr 29, 2021
SELL
$44.9 - $48.34 $1,571 - $1,691
-35 Reduced 0.19%
18,228 $1.75 Million
Q3 2020

Nov 16, 2020
BUY
$37.26 - $43.03 $1,304 - $1,506
35 Added 0.19%
18,263 $1.47 Million
Q1 2019

May 10, 2019
BUY
N/A
320 Added 1.79%
18,228 $1.23 Million
Q4 2018

Feb 01, 2019
BUY
N/A
723 Added 4.21%
17,908 $1.07 Million
Q2 2018

Aug 03, 2018
BUY
N/A
2,070 Added 13.7%
17,185 $1.12 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-1,270 Reduced 7.75%
15,115 $964,000
Q2 2017

Aug 10, 2017
BUY
N/A
16,385
16,385 $946,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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