Hazlett, Burt & Watson, Inc. Schwab Strategic Tr Us Large C Transaction History

Hazlett, Burt & Watson, Inc.

$217 Million
Q3 2024

A detailed history of Hazlett, Burt & Watson, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hazlett, Burt & Watson, Inc. holds 217 shares of SCHX stock, worth $5,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares

217

Previous 437 50.34%

Holding current value

$5,077

Previous $28,000 46.43%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $13,444 - $14,926	-220 Reduced 50.34%	217 $15,000
Q2 2024 Aug 07, 2024	SELL	$58.7 - $64.78 $5,283 - $5,830	-90 Reduced 17.08%	437 $28,000
Q3 2023 Nov 02, 2023	SELL	$50.36 - $54.21 $1,158 - $1,246	-23 Reduced 4.18%	527 $27,000
Q2 2023 Aug 01, 2023	SELL	$47.67 - $52.37 $5,243 - $5,760	-110 Reduced 16.67%	550 $29,000
Q1 2023 Apr 27, 2023	SELL	$44.78 - $49.41 $16,389 - $18,084	-366 Reduced 35.67%	660 $32,000
Q4 2022 Jan 25, 2023	BUY	$42.25 - $48.16 $11,661 - $13,292	276 Added 36.8%	1,026 $46,000
Q3 2022 Oct 20, 2022	BUY	$42.35 - $51.01 $3,811 - $4,590	90 Added 13.64%	750 $32,000
Q1 2022 May 05, 2022	BUY	$49.51 - $57.27 $32,676 - $37,798	660 New	660 $36,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Hazlett, Burt & Watson, Inc. Schwab Strategic Tr Us Large C Transaction History