A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Greenleaf Trust holds 35,226 shares of SCHX stock, worth $840,844. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,226
Previous 5,224 574.31%
Holding current value
$840,844
Previous $354,000 130.51%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$22.4 - $68.28 $672,044 - $2.05 Million
30,002 Added 574.31%
35,226 $816,000
Q3 2024

Oct 22, 2024

SELL
$61.11 - $67.85 $129,003 - $143,231
-2,111 Reduced 28.78%
5,224 $354,000
Q2 2024

Jul 22, 2024

BUY
$58.7 - $64.78 $190,246 - $209,951
3,241 Added 79.16%
7,335 $471,000
Q4 2023

Jan 31, 2024

BUY
$48.47 - $56.6 $198,436 - $231,720
4,094 New
4,094 $230,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.