Mcdonald Partners LLC Schwab Strategic Tr Us Large C Transaction History

Mcdonald Partners LLC

  • $381 Million
  • Q4 2024

A detailed history of Mcdonald Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mcdonald Partners LLC holds 20,957 shares of SCHX stock, worth $508,835. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,957
Previous 7,017 198.66%
Holding current value
$508,835
Previous $476,000 1.89%
% of portfolio
0.13%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $312,256 - $951,823
13,940 Added 198.66%
20,957 $485,000
Q1 2023

Apr 19, 2023
SELL
$44.78 - $49.41 $29,107 - $32,116
-650 Reduced 8.48%
7,017 $339,000
Q3 2022

Oct 21, 2022
SELL
$42.35 - $51.01 $27,315 - $32,901
-645 Reduced 7.76%
7,667 $325,000
Q2 2022

Jul 25, 2022
SELL
$43.35 - $54.51 $8,670 - $10,902
-200 Reduced 2.35%
8,312 $371,000
Q1 2022

Apr 29, 2022
BUY
$49.51 - $57.27 $421,429 - $487,482
8,512 New
8,512 $458,000

Others Institutions Holding SCHX

# of Institutions
1,464
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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