Kozak & Associates, Inc. Schwab Strategic Tr Us Large C Transaction History

Kozak & Associates, Inc.

  • $397 Million
  • Q2 2024

A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kozak & Associates, Inc. holds 103 shares of SCHX stock, worth $6,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 103 -0.0%
Holding current value
$6,981
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 17, 2023
SELL
$50.36 - $54.21 $15,661 - $16,859
-311 Reduced 75.12%
103 $5,000
Q2 2023

Jul 05, 2023
BUY
$47.67 - $52.37 $14,873 - $16,339
312 Added 305.88%
414 $21,000
Q2 2022

Oct 12, 2022
BUY
$43.35 - $54.51 $2,210 - $2,780
51 Added 100.0%
102 $5,000
Q3 2021

Nov 16, 2021
BUY
$51.52 - $54.94 $2,627 - $2,801
51 New
51 $6,000

Others Institutions Holding SCHX

# of Institutions
1,316
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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