Life Steps Financial, Inc. Schwab Strategic Tr Us Large C Transaction History

Life Steps Financial, Inc.

  • $128 Million
  • Q3 2024

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Life Steps Financial, Inc. holds 3,396 shares of SCHX stock, worth $78,787. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,396
Previous 3,396 -0.0%
Holding current value
$78,787
Previous $218,000 5.5%
% of portfolio
0.18%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$58.7 - $64.78 $939 - $1,036
-16 Reduced 0.47%
3,396 $218,000
Q1 2024

Apr 26, 2024
SELL
$55.41 - $62.08 $12,855 - $14,402
-232 Reduced 6.37%
3,412 $211,000
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $176,624 - $206,250
3,644 New
3,644 $205,000
Q2 2022

Jul 13, 2022
SELL
$43.35 - $54.51 $736 - $926
-17 Reduced 0.34%
4,957 $221,000
Q1 2022

Apr 12, 2022
BUY
$49.51 - $57.27 $123,131 - $142,430
2,487 Added 100.0%
4,974 $268,000
Q4 2021

Jan 26, 2022
SELL
$51.9 - $57.29 $8,252 - $9,109
-159 Reduced 6.01%
2,487 $283,000
Q3 2021

Oct 06, 2021
SELL
$51.52 - $54.94 $9,994 - $10,658
-194 Reduced 6.83%
2,646 $275,000
Q4 2020

Jan 25, 2021
SELL
$39.35 - $45.48 $7,988 - $9,232
-203 Reduced 6.67%
2,840 $258,000
Q3 2020

Oct 21, 2020
BUY
$37.26 - $43.03 $6,930 - $8,003
186 Added 6.51%
3,043 $245,000
Q2 2020

Aug 05, 2020
BUY
$29.25 - $38.76 $83,567 - $110,737
2,857 New
2,857 $212,000
Q1 2020

May 21, 2020
SELL
$26.61 - $40.52 $92,389 - $140,685
-3,472 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$34.42 - $38.54 $119,506 - $133,810
3,472 New
3,472 $267,000

Others Institutions Holding SCHX

# of Institutions
1,349
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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