Johnson Financial Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Johnson Financial Group, Inc.

  • $1.86 Billion
  • Q1 2024

A detailed history of Johnson Financial Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Johnson Financial Group, Inc. holds 1,413 shares of SCHX stock, worth $92,523. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,413
Previous 1,966 28.13%
Holding current value
$92,523
Previous $110,000 20.91%
% of portfolio
0.0%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $30,641 - $34,330
-553 Reduced 28.13%
1,413 $87,000
Q4 2023

Feb 09, 2024
BUY
$48.47 - $56.6 $39,696 - $46,355
819 Added 71.4%
1,966 $110,000
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $13,496 - $14,528
268 Added 30.49%
1,147 $58,000
Q2 2023

Aug 14, 2023
SELL
$47.67 - $52.37 $136,431 - $149,882
-2,862 Reduced 76.5%
879 $46,000
Q1 2023

May 12, 2023
BUY
$44.78 - $49.41 $139,668 - $154,109
3,119 Added 501.45%
3,741 $180,000
Q3 2022

Nov 14, 2022
BUY
N/A
622 New
622 $26,000
Q3 2021

Nov 12, 2021
SELL
N/A
-48 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
N/A
-779 Reduced 94.2%
48 $5,000
Q1 2021

May 14, 2021
SELL
N/A
-197 Reduced 19.24%
827 $79,000
Q4 2020

Feb 12, 2021
SELL
N/A
-50 Reduced 4.66%
1,024 $94,000
Q3 2020

Nov 12, 2020
SELL
N/A
-100 Reduced 8.52%
1,074 $87,000
Q2 2020

Aug 11, 2020
BUY
N/A
776 Added 194.97%
1,174 $87,000
Q4 2019

Feb 14, 2020
SELL
N/A
-105 Reduced 20.87%
398 $31,000
Q1 2019

May 13, 2019
BUY
N/A
105 Added 26.38%
503 $34,000
Q4 2018

Feb 11, 2019
BUY
N/A
398 New
398 $24,000
Q3 2018

Nov 09, 2018
SELL
N/A
-15 Closed
0 $0
Q2 2018

Aug 07, 2018
BUY
N/A
15 New
15 $1,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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