Hurlow Wealth Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Hurlow Wealth Management Group, Inc.

$319 Million
Q3 2024

A detailed history of Hurlow Wealth Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 26,790 shares of SCHX stock, worth $626,886. This represents 0.57% of its overall portfolio holdings.

Number of Shares

26,790

Previous 26,949 0.59%

Holding current value

$626,886

Previous $1.73 Million 4.97%

% of portfolio

0.57%

Previous 0.6%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$61.11 - $67.85 $9,716 - $10,788	-159 Reduced 0.59%	26,790 $1.82 Million
Q2 2024 Jul 12, 2024	SELL	$58.7 - $64.78 $21,484 - $23,709	-366 Reduced 1.34%	26,949 $1.73 Million
Q1 2024 Apr 15, 2024	SELL	$55.41 - $62.08 $40,006 - $44,821	-722 Reduced 2.58%	27,315 $1.7 Million
Q4 2023 Jan 08, 2024	SELL	$48.47 - $56.6 $14,153 - $16,527	-292 Reduced 1.03%	28,037 $1.58 Million
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $29,662 - $31,929	-589 Reduced 2.04%	28,329 $1.43 Million
Q2 2023 Jul 11, 2023	SELL	$47.67 - $52.37 $25,980 - $28,541	-545 Reduced 1.85%	28,918 $1.51 Million
Q1 2023 Apr 11, 2023	SELL	$44.78 - $49.41 $65,423 - $72,188	-1,461 Reduced 4.72%	29,463 $1.43 Million
Q4 2022 Jan 18, 2023	BUY	$42.25 - $48.16 $209,729 - $239,066	4,964 Added 19.12%	30,924 $0
Q3 2022 Oct 13, 2022	SELL	$42.35 - $51.01 $61,661 - $74,270	-1,456 Reduced 5.31%	25,960 $1.1 Million
Q2 2022 Jul 11, 2022	SELL	$43.35 - $54.51 $6,849 - $8,612	-158 Reduced 0.57%	27,416 $1.22 Million
Q1 2022 Apr 13, 2022	BUY	$49.51 - $57.27 $572,434 - $662,155	11,562 Added 72.21%	27,574 $1.49 Million
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $59,633 - $65,826	1,149 Added 7.73%	16,012 $1.45 Million
Q3 2021 Oct 08, 2021	SELL	$51.52 - $54.94 $9,943 - $10,603	-193 Reduced 1.28%	14,863 $1.55 Million
Q2 2021 Jul 22, 2021	SELL	$48.62 - $52.01 $27,081 - $28,969	-557 Reduced 3.57%	15,056 $1.57 Million
Q1 2021 Apr 20, 2021	SELL	$44.9 - $48.34 $30,397 - $32,726	-677 Reduced 4.16%	15,613 $1.5 Million
Q4 2020 Jan 19, 2021	SELL	$39.35 - $45.48 $83,500 - $96,508	-2,122 Reduced 11.53%	16,290 $1.48 Million
Q3 2020 Oct 27, 2020	SELL	$37.26 - $43.03 $97,882 - $113,039	-2,627 Reduced 12.49%	18,412 $1.49 Million
Q2 2020 Jul 15, 2020	SELL	$29.25 - $38.76 $1.2 Million - $1.58 Million	-40,868 Reduced 66.02%	21,039 $1.59 Million
Q1 2020 Apr 16, 2020	BUY	$26.61 - $40.52 $52,341 - $79,702	1,967 Added 3.28%	61,907 $4.09 Million
Q4 2019 Jan 17, 2020	SELL	$34.42 - $38.54 $141,810 - $158,784	-4,120 Reduced 6.43%	59,940 $4.69 Million
Q3 2019 Oct 16, 2019	SELL	$35.28 - $36.01 $254,721 - $259,992	-7,220 Reduced 10.13%	64,060 $4.53 Million
Q2 2019 Jul 18, 2019	BUY	N/A	1,130 Added 1.61%	71,280 $5.12 Million
Q1 2019 May 03, 2019	SELL	N/A	-1,984 Reduced 2.75%	70,150 $4.93 Million
Q4 2018 Feb 01, 2019	BUY	N/A	72,134 New	72,134 $4.55 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hurlow Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hurlow Wealth Management Group, Inc. with notifications on news.

Account

Hurlow Wealth Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History