Lloyd Advisory Services, Llc. Schwab Strategic Tr Us Large C Transaction History

Lloyd Advisory Services, Llc.

$117 Million
Q4 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 66,597 shares of SCHX stock, worth $1.58 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

66,597

Holding current value

$1.58 Million

% of portfolio

1.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $1.49 Million - $4.55 Million	66,597 New	66,597 $1.54 Million
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $4.19 Million - $4.89 Million	86,354 New	86,354 $4.87 Million
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $134,946 - $153,823	3,194 Added 1.92%	169,481 $7.65 Million
Q3 2022 Nov 02, 2022	BUY	$42.35 - $51.01 $2.41 Million - $2.9 Million	56,898 Added 52.01%	166,287 $7.04 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $3.69 Million - $4.64 Million	85,052 Added 349.48%	109,389 $4.89 Million
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $872,267 - $1.01 Million	17,618 Added 262.21%	24,337 $1.31 Million
Q4 2021 Jan 26, 2022	BUY	$51.9 - $57.29 $2,439 - $2,692	47 Added 0.7%	6,719 $765,000
Q3 2021 Oct 21, 2021	SELL	$51.52 - $54.94 $1.02 Million - $1.08 Million	-19,726 Reduced 74.73%	6,672 $694,000
Q2 2021 Aug 09, 2021	SELL	$48.62 - $52.01 $8,168 - $8,737	-168 Reduced 0.63%	26,398 $2.75 Million
Q1 2021 May 04, 2021	BUY	$44.9 - $48.34 $1.19 Million - $1.28 Million	26,566 New	26,566 $2.55 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Lloyd Advisory Services, Llc. Schwab Strategic Tr Us Large C Transaction History