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

Johnson Financial Group, LLC

$854 Million
Q4 2024

A detailed history of Johnson Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Johnson Financial Group, LLC holds 128,344 shares of SCHX stock, worth $2.88 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

128,344

Previous 41,356 210.34%

Holding current value

$2.88 Million

Previous $2.81 Million 6.02%

% of portfolio

0.35%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.4 - $68.28 $1.95 Million - $5.94 Million	86,988 Added 210.34%	128,344 $2.98 Million
Q2 2024 Aug 01, 2024	SELL	$58.7 - $64.78 $70,557 - $77,865	-1,202 Reduced 2.82%	41,356 $2.66 Million
Q1 2024 May 10, 2024	SELL	$55.41 - $62.08 $3,435 - $3,848	-62 Reduced 0.15%	42,558 $2.64 Million
Q1 2023 May 09, 2023	BUY	$44.78 - $49.41 $1.23 Million - $1.35 Million	27,418 Added 180.36%	42,620 $2.06 Million
Q4 2022 Feb 01, 2023	SELL	$42.25 - $48.16 $56.5 Million - $64.4 Million	-1,336,570 Reduced 98.88%	15,202 $686,000
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $51.6 Million - $62.1 Million	1,217,825 Added 909.18%	1,351,772 $57.2 Million
Q2 2022 Aug 11, 2022	BUY	$43.35 - $54.51 $5.81 Million - $7.3 Million	133,947 New	133,947 $5.98 Million
Q1 2019 May 14, 2019	SELL	N/A	-221,846 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	221,846 New	221,846 $13.2 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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