Great Valley Advisor Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Great Valley Advisor Group, Inc.

  • $3.45 Billion
  • Q2 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 21,861 shares of SCHX stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,861
Previous 21,251 2.87%
Holding current value
$1.48 Million
Previous $1.32 Million 6.53%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $35,807 - $39,515
610 Added 2.87%
21,861 $1.4 Million
Q1 2024

May 03, 2024
SELL
$55.41 - $62.08 $101,954 - $114,227
-1,840 Reduced 7.97%
21,251 $1.32 Million
Q4 2023

Feb 05, 2024
SELL
$48.47 - $56.6 $99,945 - $116,709
-2,062 Reduced 8.2%
23,091 $1.3 Million
Q3 2023

Nov 06, 2023
SELL
$50.36 - $54.21 $6,244 - $6,722
-124 Reduced 0.49%
25,153 $1.27 Million
Q2 2023

Aug 10, 2023
SELL
$47.67 - $52.37 $13,109 - $14,401
-275 Reduced 1.08%
25,277 $1.32 Million
Q1 2023

May 02, 2023
BUY
$44.78 - $49.41 $31,480 - $34,735
703 Added 2.83%
25,552 $1.24 Million
Q4 2022

Jan 31, 2023
BUY
$42.25 - $48.16 $184,759 - $210,603
4,373 Added 21.36%
24,849 $1.12 Million
Q3 2022

Oct 21, 2022
BUY
$42.35 - $51.01 $550 - $663
13 Added 0.06%
20,476 $867,000
Q2 2022

Jul 19, 2022
BUY
$43.35 - $54.51 $715,448 - $899,633
16,504 Added 416.87%
20,463 $913,000
Q1 2022

Apr 20, 2022
BUY
$49.51 - $57.27 $50,995 - $58,988
1,030 Added 35.17%
3,959 $349,000
Q3 2021

Oct 14, 2021
SELL
$51.52 - $54.94 $5,564 - $5,933
-108 Reduced 3.56%
2,929 $304,000
Q2 2021

Jul 27, 2021
BUY
$48.62 - $52.01 $7,438 - $7,957
153 Added 5.31%
3,037 $301,000
Q1 2021

Apr 20, 2021
SELL
$44.9 - $48.34 $53,026 - $57,089
-1,181 Reduced 29.05%
2,884 $277,000
Q4 2020

Jan 29, 2021
BUY
$39.35 - $45.48 $33,054 - $38,203
840 Added 26.05%
4,065 $370,000
Q3 2020

Oct 21, 2020
SELL
$37.26 - $43.03 $2,421 - $2,796
-65 Reduced 1.98%
3,225 $260,000
Q2 2020

Jul 31, 2020
BUY
$29.25 - $38.76 $96,232 - $127,520
3,290 New
3,290 $244,000

Others Institutions Holding SCHX

# of Institutions
1,314
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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