Householder Group Estate & Retirement Specialist, LLC Schwab Strategic Tr Us Large C Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 140 shares of SCHX stock, worth $3,276. This represents 0.0% of its overall portfolio holdings.

Number of Shares
140
Previous 58 141.38%
Holding current value
$3,276
Previous $3,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$61.11 - $67.85 $5,011 - $5,563
82 Added 141.38%
140 $9,000
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $5,237 - $5,637
-104 Reduced 64.2%
58 $2,000
Q1 2023

Apr 13, 2023
BUY
$44.78 - $49.41 $7,254 - $8,004
162 New
162 $8,000
Q3 2022

Oct 11, 2022
BUY
$42.35 - $51.01 $2,456 - $2,958
58 New
58 $2,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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