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

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.