Lutz Financial Services LLC Schwab Strategic Tr Us Large C Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lutz Financial Services LLC holds 196,519 shares of SCHX stock, worth $4.6 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

196,519

Previous 205,267 4.26%

Holding current value

$4.6 Million

Previous $13.2 Million 1.1%

% of portfolio

1.08%

Previous 1.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$61.11 - $67.85 $534,590 - $593,551	-8,748 Reduced 4.26%	196,519 $13.3 Million
Q2 2024 Jul 29, 2024	SELL	$58.7 - $64.78 $413,013 - $455,792	-7,036 Reduced 3.31%	205,267 $13.2 Million
Q1 2024 May 03, 2024	SELL	$55.41 - $62.08 $159,580 - $178,790	-2,880 Reduced 1.34%	212,303 $13.2 Million
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $615,908 - $719,216	12,707 Added 6.28%	215,183 $12.1 Million
Q3 2023 Nov 03, 2023	SELL	$50.36 - $54.21 $1.4 Million - $1.51 Million	-27,847 Reduced 12.09%	202,476 $10.2 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $77,797 - $85,467	-1,632 Reduced 0.7%	230,323 $12.1 Million
Q1 2023 May 01, 2023	BUY	$44.78 - $49.41 $178,582 - $197,047	3,988 Added 1.75%	231,955 $11.2 Million
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $2.09 Million - $2.39 Million	49,545 Added 27.77%	227,967 $10.3 Million
Q3 2022 Oct 21, 2022	SELL	$42.35 - $51.01 $1.05 Million - $1.26 Million	-24,698 Reduced 12.16%	178,422 $7.56 Million
Q2 2022 Jul 20, 2022	BUY	$43.35 - $54.51 $5.78 Million - $7.27 Million	133,428 Added 191.45%	203,120 $9.07 Million
Q1 2022 Apr 25, 2022	BUY	$49.51 - $57.27 $2.12 Million - $2.45 Million	42,796 Added 159.12%	69,692 $3.75 Million
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $363 - $401	-7 Reduced 0.03%	26,896 $3.06 Million
Q3 2021 Oct 27, 2021	BUY	$51.52 - $54.94 $27,357 - $29,173	531 Added 2.01%	26,903 $2.8 Million
Q2 2021 Jul 26, 2021	SELL	$48.62 - $52.01 $16,093 - $17,215	-331 Reduced 1.24%	26,372 $2.74 Million
Q1 2021 Apr 27, 2021	BUY	$44.9 - $48.34 $11,090 - $11,939	247 Added 0.93%	26,703 $2.56 Million
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $32,227 - $37,248	819 Added 3.19%	26,456 $2.41 Million
Q3 2020 Nov 05, 2020	SELL	$37.26 - $43.03 $9,911 - $11,445	-266 Reduced 1.03%	25,637 $2.07 Million
Q2 2020 Jul 28, 2020	SELL	$29.25 - $38.76 $103,077 - $136,590	-3,524 Reduced 11.98%	25,903 $1.92 Million
Q1 2020 Apr 27, 2020	BUY	$26.61 - $40.52 $783,052 - $1.19 Million	29,427 New	29,427 $1.8 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Lutz Financial Services LLC Schwab Strategic Tr Us Large C Transaction History