A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gleason Group, Inc. holds 460,270 shares of SCHX stock, worth $10.9 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares
460,270
Previous 454,944 1.17%
Holding current value
$10.9 Million
Previous $29.2 Million 6.84%
% of portfolio
5.72%
Previous 5.94%

Shares

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

Oct 15, 2024

BUY
$61.11 - $67.85 $325,471 - $361,369
5,326 Added 1.17%
460,270 $31.2 Million
Q2 2024

Jul 12, 2024

SELL
$58.7 - $64.78 $11,270 - $12,437
-192 Reduced 0.04%
454,944 $29.2 Million
Q1 2024

Apr 12, 2024

BUY
$55.41 - $62.08 $546,508 - $612,295
9,863 Added 2.22%
455,136 $28.2 Million
Q4 2023

Jan 19, 2024

BUY
$48.47 - $56.6 $2.21 Million - $2.58 Million
45,507 Added 11.38%
445,273 $25.1 Million
Q3 2023

Oct 12, 2023

BUY
$50.36 - $54.21 $1.89 Million - $2.04 Million
37,601 Added 10.38%
399,766 $20.2 Million
Q2 2023

Jul 20, 2023

BUY
$47.67 - $52.37 $185,436 - $203,719
3,890 Added 1.09%
362,165 $19 Million
Q1 2023

Apr 14, 2023

BUY
$44.78 - $49.41 $960,844 - $1.06 Million
21,457 Added 6.37%
358,275 $17.3 Million
Q4 2022

Jan 11, 2023

BUY
$42.25 - $48.16 $14.2 Million - $16.2 Million
336,036 Added 42971.36%
336,818 $0
Q3 2022

Oct 11, 2022

SELL
$42.35 - $51.01 $1,355 - $1,632
-32 Reduced 3.93%
782 $33,000
Q1 2022

Apr 22, 2022

BUY
$49.51 - $57.27 $20,200 - $23,366
408 Added 100.49%
814 $44,000
Q4 2021

Jan 18, 2022

BUY
$51.9 - $57.29 $103 - $114
2 Added 0.5%
406 $46,000
Q3 2021

Oct 12, 2021

BUY
$51.52 - $54.94 $51 - $54
1 Added 0.25%
404 $42,000
Q2 2021

Jul 27, 2021

BUY
$48.62 - $52.01 $48 - $52
1 Added 0.25%
403 $42,000
Q1 2021

Apr 14, 2021

SELL
$44.9 - $48.34 $89 - $96
-2 Reduced 0.5%
402 $39,000
Q4 2020

Jan 28, 2021

SELL
$39.35 - $45.48 $629 - $727
-16 Reduced 3.81%
404 $37,000
Q3 2020

Oct 15, 2020

BUY
$37.26 - $43.03 $111 - $129
3 Added 0.72%
420 $34,000
Q2 2020

Aug 27, 2020

BUY
$29.25 - $38.76 $29 - $38
1 Added 0.24%
417 $31,000
Q4 2019

Aug 27, 2020

BUY
$34.42 - $38.54 $14,318 - $16,032
416 New
416 $32,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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