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

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 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 9,877 shares of SCHX stock, worth $235,961. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,877
Previous 8,977 10.03%
Holding current value
$235,961
Previous $576,000 16.32%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
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
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