A detailed history of Grant transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Grant holds 35,695 shares of SCHX stock, worth $844,186. This represents 1.2% of its overall portfolio holdings.

Number of Shares
35,695
Previous 33,274 7.28%
Holding current value
$844,186
Previous $2.14 Million 13.29%
% of portfolio
1.2%
Previous 1.11%

Shares

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

Oct 15, 2024

BUY
$61.11 - $67.85 $147,947 - $164,264
2,421 Added 7.28%
35,695 $2.42 Million
Q2 2024

Jul 22, 2024

BUY
$58.7 - $64.78 $56,704 - $62,577
966 Added 2.99%
33,274 $2.14 Million
Q1 2024

Apr 25, 2024

BUY
$55.41 - $62.08 $371,357 - $416,060
6,702 Added 26.17%
32,308 $2.01 Million
Q4 2023

Jan 30, 2024

BUY
$48.47 - $56.6 $304,294 - $355,334
6,278 Added 32.48%
25,606 $1.44 Million
Q3 2023

Oct 24, 2023

BUY
$50.36 - $54.21 $50,662 - $54,535
1,006 Added 5.49%
19,328 $977,000
Q2 2023

Jul 19, 2023

SELL
$47.67 - $52.37 $63,258 - $69,494
-1,327 Reduced 6.75%
18,322 $959,000
Q1 2023

May 01, 2023

SELL
$44.78 - $49.41 $20,598 - $22,728
-460 Reduced 2.29%
19,649 $950,000
Q4 2022

Jan 10, 2023

BUY
$42.25 - $48.16 $30,589 - $34,867
724 Added 3.73%
20,109 $0
Q3 2022

Nov 02, 2022

SELL
$42.35 - $51.01 $182,952 - $220,363
-4,320 Reduced 18.22%
19,385 $882,000
Q2 2022

Jul 20, 2022

SELL
$43.35 - $54.51 $86,006 - $108,147
-1,984 Reduced 7.72%
23,705 $1.07 Million
Q1 2022

Apr 25, 2022

BUY
$49.51 - $57.27 $709,725 - $820,965
14,335 Added 126.26%
25,689 $1.36 Million
Q4 2021

Jan 13, 2022

BUY
$51.9 - $57.29 $81,846 - $90,346
1,577 Added 16.13%
11,354 $1.28 Million
Q3 2021

Oct 27, 2021

BUY
$51.52 - $54.94 $124,472 - $132,735
2,416 Added 32.82%
9,777 $1.08 Million
Q2 2021

Aug 05, 2021

BUY
$48.62 - $52.01 $81,098 - $86,752
1,668 Added 29.3%
7,361 $769,000
Q1 2021

May 04, 2021

BUY
$44.9 - $48.34 $133,981 - $144,246
2,984 Added 110.15%
5,693 $576,000
Q4 2020

Jan 15, 2021

BUY
$39.35 - $45.48 $106,599 - $123,205
2,709 New
2,709 $250,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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