A detailed history of Hoyle Cohen, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hoyle Cohen, LLC holds 6,636 shares of SCHX stock, worth $153,955. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,636
Previous 10,805 38.58%
Holding current value
$153,955
Previous $670,000 36.42%
% of portfolio
0.03%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$58.7 - $64.78 $244,720 - $270,067
-4,169 Reduced 38.58%
6,636 $426,000
Q1 2024

May 15, 2024

BUY
$55.41 - $62.08 $59,842 - $67,046
1,080 Added 11.11%
10,805 $670,000
Q4 2023

Feb 09, 2024

BUY
$48.47 - $56.6 $30,342 - $35,431
626 Added 6.88%
9,725 $548,000
Q3 2023

Nov 02, 2023

BUY
$50.36 - $54.21 $264,238 - $284,439
5,247 Added 136.21%
9,099 $460,000
Q2 2023

Aug 07, 2023

SELL
$47.67 - $52.37 $71,886 - $78,973
-1,508 Reduced 28.13%
3,852 $201,000
Q1 2023

May 05, 2023

SELL
$44.78 - $49.41 $16,613 - $18,331
-371 Reduced 6.47%
5,360 $259,000
Q3 2022

Nov 02, 2022

SELL
$42.35 - $51.01 $64,880 - $78,147
-1,532 Reduced 21.09%
5,731 $243,000
Q2 2022

Jul 27, 2022

SELL
$43.35 - $54.51 $26,010 - $32,706
-600 Reduced 7.63%
7,263 $324,000
Q1 2022

May 03, 2022

BUY
$49.51 - $57.27 $193,188 - $223,467
3,902 Added 98.51%
7,863 $423,000
Q4 2021

Feb 11, 2022

BUY
$51.9 - $57.29 $2,543 - $2,807
49 Added 1.25%
3,961 $451,000
Q3 2021

Nov 10, 2021

SELL
$51.52 - $54.94 $8,655 - $9,229
-168 Reduced 4.12%
3,912 $407,000
Q2 2021

Aug 12, 2021

SELL
$48.62 - $52.01 $2,187 - $2,340
-45 Reduced 1.09%
4,080 $0
Q1 2021

May 14, 2021

BUY
$44.9 - $48.34 $39,018 - $42,007
869 Added 26.69%
4,125 $396,000
Q4 2020

Feb 12, 2021

SELL
$39.35 - $45.48 $5,509 - $6,367
-140 Reduced 4.12%
3,256 $296,000
Q2 2020

Jul 29, 2020

SELL
$29.25 - $38.76 $1,755 - $2,325
-60 Reduced 1.74%
3,396 $252,000
Q1 2020

May 08, 2020

SELL
$26.61 - $40.52 $20,303 - $30,916
-763 Reduced 18.08%
3,456 $212,000
Q4 2019

Feb 10, 2020

SELL
$34.42 - $38.54 $516 - $578
-15 Reduced 0.35%
4,219 $324,000
Q3 2019

Nov 15, 2019

BUY
$35.28 - $36.01 $16,863 - $17,212
478 Added 12.73%
4,234 $300,000
Q2 2019

Aug 09, 2019

SELL
N/A
-209 Reduced 5.27%
3,756 $264,000
Q1 2019

May 13, 2019

SELL
N/A
-145 Reduced 3.53%
3,965 $268,000
Q4 2018

Feb 14, 2019

SELL
N/A
-211 Reduced 4.88%
4,110 $245,000
Q3 2018

Nov 13, 2018

SELL
N/A
-393 Reduced 8.34%
4,321 $301,000
Q2 2018

Aug 06, 2018

SELL
N/A
-8 Reduced 0.17%
4,714 $306,000
Q1 2018

May 15, 2018

SELL
N/A
-31 Reduced 0.65%
4,722 $298,000
Q4 2017

Feb 15, 2018

BUY
N/A
4,753
4,753 $303,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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