Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Halbert Hargrove Global Advisors, LLC

$1.76 Billion
Q1 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 4,328 shares of SCHX stock, worth $100,842. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,328

Previous 4,328 -0.0%

Holding current value

$100,842

Previous $100,000 5.0%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$22.4 - $68.28 $96,947 - $295,515	4,328 New	4,328 $100,000
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $179,721 - $207,890	3,630 Added 100.08%	7,257 $391,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $155 - $171	3 Added 0.08%	3,627 $413,000
Q3 2021 Oct 29, 2021	BUY	$51.52 - $54.94 $103 - $109	2 Added 0.06%	3,624 $377,000
Q2 2021 Jul 29, 2021	BUY	$48.62 - $52.01 $145 - $156	3 Added 0.08%	3,622 $377,000
Q1 2021 May 06, 2021	BUY	$44.9 - $48.34 $31,968 - $34,418	712 Added 24.49%	3,619 $348,000
Q2 2020 Aug 10, 2020	BUY	$29.25 - $38.76 $85,029 - $112,675	2,907 New	2,907 $215,000

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Halbert Hargrove Global Advisors, LLC Schwab Strategic Tr Us Large C Transaction History