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

Hurlow Wealth Management Group, Inc.

$318 Million
Q4 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 78,409 shares of SCHX stock, worth $1.86 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

78,409

Previous 26,790 192.68%

Holding current value

$1.86 Million

Previous $1.82 Million -0.0%

% of portfolio

0.57%

Previous 0.57%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $1.16 Million - $3.52 Million	51,619 Added 192.68%	78,409 $1.82 Million
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

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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