A detailed history of Francis Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 7,080 shares of SCHX stock, worth $164,256. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,080
Previous 5,096 38.93%
Holding current value
$164,256
Previous $327,000 46.79%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Nov 01, 2024

BUY
$61.11 - $67.85 $121,242 - $134,614
1,984 Added 38.93%
7,080 $480,000
Q2 2024

Jul 12, 2024

BUY
$58.7 - $64.78 $299,135 - $330,118
5,096 New
5,096 $327,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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