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 $211,630. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,122
Previous 9,122 -0.0%
Holding current value
$211,630
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
1,349
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Gries Financial LLC Portfolio

Follow Gries Financial LLC 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 Gries Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gries Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email