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

Financial Perspectives, Inc

$298 Billion
Q4 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 2,123 shares of SCHX stock, worth $48,277. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,123

Previous 708 199.86%

Holding current value

$48,277

Previous $48 Million 2.49%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $31,695 - $96,616	1,415 Added 199.86%	2,123 $49.2 Million
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	$49.51 - $57.27 $17,328 - $20,044	350 Added 100.0%	700 $37.7 Million
Q2 2021 Jan 09, 2024	SELL	$48.62 - $52.01 $1.62 Million - $1.73 Million	-33,261 Reduced 98.96%	350 $36.4 Million
Q1 2021 Jan 09, 2024	BUY	$44.9 - $48.34 $1.49 Million - $1.61 Million	33,261 Added 9503.14%	33,611 $350,000
Q4 2019 Jan 09, 2024	BUY	$34.42 - $38.54 $12,047 - $13,489	350 New	350 $26.9 Million

Others Institutions Holding SCHX

# of Institutions

1,475

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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