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

Financial Perspectives, Inc

  • $264 Billion
  • Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Perspectives, Inc holds 708 shares of SCHX stock, worth $46,423. This represents 0.02% of its overall portfolio holdings.

Number of Shares
708
Previous 706 0.28%
Holding current value
$46,423
Previous $39.8 Million 10.38%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$55.41 - $62.08 $110 - $124
2 Added 0.28%
708 $43.9 Million
Q4 2023

Feb 01, 2024
BUY
$48.47 - $56.6 $145 - $169
3 Added 0.43%
706 $39.8 Million
Q3 2023

Jan 09, 2024
BUY
$50.36 - $54.21 $151 - $162
3 Added 0.43%
703 $35.6 Million
Q1 2022

Jan 09, 2024
BUY
N/A
350 Added 100.0%
700 $37.7 Million
Q2 2021

Jan 09, 2024
SELL
N/A
-33,261 Reduced 98.96%
350 $36.4 Million
Q1 2021

Jan 09, 2024
BUY
N/A
33,261 Added 9503.14%
33,611 $350,000
Q4 2019

Jan 09, 2024
BUY
N/A
350 New
350 $26.9 Million

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

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