Klingman & Associates, LLC Schwab Strategic Tr Us Large C Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Klingman & Associates, LLC holds 26,889 shares of SCHX stock, worth $641,302. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,889
Previous 9,877 172.24%
Holding current value
$641,302
Previous $670,000 7.01%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $381,068 - $1.16 Million
17,012 Added 172.24%
26,889 $623,000
Q3 2024

Nov 01, 2024
BUY
$61.11 - $67.85 $54,999 - $61,064
900 Added 10.03%
9,877 $670,000
Q1 2024

May 01, 2024
BUY
$55.41 - $62.08 $497,415 - $557,292
8,977 New
8,977 $557,000
Q2 2022

Jul 27, 2022
BUY
$43.35 - $54.51 $241,849 - $304,111
5,579 New
5,579 $249,000

Others Institutions Holding SCHX

# of Institutions
1,411
Shares Held
764M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email