Gradient Investments LLC Schwab Strategic Tr Us Large C Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gradient Investments LLC holds 1,416 shares of SCHX stock, worth $92,224. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,416
Previous 274 416.79%
Holding current value
$92,224
Previous $15,000 480.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
BUY
$55.41 - $62.08 $63,278 - $70,895
1,142 Added 416.79%
1,416 $87,000
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $34,607 - $40,412
-714 Reduced 72.27%
274 $15,000
Q3 2023

Oct 27, 2023
BUY
$50.36 - $54.21 $20,748 - $22,334
412 Added 71.53%
988 $49,000
Q2 2023

Jul 11, 2023
BUY
$47.67 - $52.37 $14,491 - $15,920
304 Added 111.76%
576 $30,000
Q1 2023

Apr 17, 2023
BUY
$44.78 - $49.41 $2,955 - $3,261
66 Added 32.04%
272 $13,000
Q4 2022

Jan 10, 2023
SELL
$44.01 - $48.16 $660 - $722
-15 Reduced 6.79%
206 $0
Q2 2022

Jul 11, 2022
SELL
N/A
-103 Reduced 31.79%
221 $10,000
Q1 2022

May 26, 2022
BUY
N/A
214 Added 194.55%
324 $17,000
Q4 2021

Jan 12, 2022
SELL
N/A
-161 Reduced 59.41%
110 $13,000
Q3 2021

Oct 18, 2021
BUY
N/A
160 Added 144.14%
271 $28,000
Q1 2021

Apr 21, 2021
SELL
N/A
-270 Reduced 70.87%
111 $11,000
Q3 2020

Oct 06, 2020
BUY
N/A
20 Added 5.54%
381 $31,000
Q2 2020

Jul 10, 2020
SELL
N/A
-323 Reduced 47.22%
361 $27,000
Q1 2020

Apr 07, 2020
SELL
N/A
-40,549 Reduced 98.34%
684 $42,000
Q4 2019

Jan 15, 2020
BUY
N/A
247 Added 0.6%
41,233 $3.17 Million
Q3 2019

Oct 10, 2019
SELL
N/A
-211 Reduced 0.51%
40,986 $2.91 Million
Q2 2019

Jul 16, 2019
BUY
N/A
14,595 Added 54.86%
41,197 $2.89 Million
Q1 2019

Apr 11, 2019
SELL
N/A
-21,754 Reduced 44.99%
26,602 $1.8 Million
Q4 2018

Jan 18, 2019
BUY
N/A
2,132 Added 4.61%
48,356 $2.89 Million
Q3 2018

Oct 11, 2018
SELL
N/A
-1,072 Reduced 2.27%
46,224 $3.22 Million
Q2 2018

Aug 09, 2018
BUY
N/A
6,679 Added 16.44%
47,296 $3.07 Million
Q1 2018

Apr 11, 2018
BUY
N/A
2,501 Added 6.56%
40,617 $2.56 Million
Q4 2017

Feb 07, 2018
SELL
N/A
-322 Reduced 0.84%
38,116 $2.43 Million
Q3 2017

Oct 16, 2017
BUY
N/A
38,438
38,438 $2.31 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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