Lbmc Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q3 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 27,124 shares of SCHX stock, worth $634,701. This represents 0.15% of its overall portfolio holdings.

Number of Shares
27,124
Previous 27,426 1.1%
Holding current value
$634,701
Previous $1.76 Million 4.43%
% of portfolio
0.15%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$61.11 - $67.85 $18,455 - $20,490
-302 Reduced 1.1%
27,124 $1.84 Million
Q1 2024

Apr 12, 2024
BUY
$55.41 - $62.08 $110 - $124
2 Added 0.01%
27,426 $1.7 Million
Q4 2023

Jan 16, 2024
BUY
$48.47 - $56.6 $96 - $113
2 Added 0.01%
27,424 $1.55 Million
Q3 2023

Oct 05, 2023
SELL
$50.36 - $54.21 $4,784 - $5,149
-95 Reduced 0.35%
27,422 $1.39 Million
Q2 2023

Jul 17, 2023
BUY
$47.67 - $52.37 $95 - $104
2 Added 0.01%
27,517 $1.44 Million
Q3 2022

Oct 07, 2022
SELL
$42.35 - $51.01 $92,746 - $111,711
-2,190 Reduced 7.37%
27,515 $1.17 Million
Q2 2022

Jul 07, 2022
BUY
$43.35 - $54.51 $210,811 - $265,082
4,863 Added 19.58%
29,705 $1.33 Million
Q1 2022

Apr 11, 2022
BUY
$49.51 - $57.27 $614,963 - $711,350
12,421 Added 100.0%
24,842 $1.34 Million
Q4 2021

Mar 17, 2022
BUY
$51.9 - $57.29 $126,791 - $139,959
2,443 Added 24.48%
12,421 $1.41 Million
Q3 2021

Nov 15, 2021
SELL
$51.52 - $54.94 $109,016 - $116,253
-2,116 Reduced 17.5%
9,978 $1.29 Million
Q2 2021

Aug 02, 2021
SELL
$48.62 - $52.01 $24,650 - $26,369
-507 Reduced 4.02%
12,094 $1.26 Million
Q1 2021

Apr 20, 2021
BUY
$44.9 - $48.34 $27,254 - $29,342
607 Added 5.06%
12,601 $1.21 Million
Q4 2020

Jan 21, 2021
BUY
$39.35 - $45.48 $10,742 - $12,416
273 Added 2.33%
11,994 $1.09 Million
Q4 2018

Feb 01, 2019
BUY
N/A
3,097 Added 35.91%
11,721 $700,000
Q3 2018

Nov 08, 2018
BUY
N/A
697 Added 8.79%
8,624 $600,000
Q2 2018

Aug 03, 2018
BUY
N/A
7,927 New
7,927 $515,000

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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