Gries Financial LLC Schwab Strategic Tr Us Large C Transaction History

Gries Financial LLC

  • $478 Million
  • Q3 2024

A detailed history of Gries Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gries Financial LLC holds 9,122 shares of SCHX stock, worth $213,454. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,122
Previous 9,122 -0.0%
Holding current value
$213,454
Previous $586,000 5.46%
% of portfolio
0.13%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $73,286 - $85,579
1,512 Added 19.87%
9,122 $514,000
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $76,144 - $81,965
-1,512 Reduced 16.58%
7,610 $385,000
Q4 2022

Jan 10, 2023
BUY
$42.25 - $48.16 $385,404 - $439,315
9,122 New
9,122 $412,000
Q1 2022

Apr 29, 2022
BUY
$49.51 - $57.27 $225,815 - $261,208
4,561 Added 100.0%
9,122 $491,000
Q4 2021

Feb 02, 2022
BUY
$51.9 - $57.29 $108,678 - $119,965
2,094 Added 84.88%
4,561 $519,000
Q1 2021

May 17, 2021
BUY
$44.9 - $48.34 $110,768 - $119,254
2,467 New
2,467 $244,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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