My Legacy Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

My Legacy Advisors, LLC

  • $309 Million
  • Q2 2024

A detailed history of My Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, My Legacy Advisors, LLC holds 6,165 shares of SCHX stock, worth $395,238. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,165
Previous 11,465 46.23%
Holding current value
$395,238
Previous $646,000 38.7%
% of portfolio
0.13%
Previous 0.24%

Shares

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

Jul 24, 2024
SELL
$58.7 - $64.78 $311,110 - $343,334
-5,300 Reduced 46.23%
6,165 $396,000
Q1 2024

Jul 25, 2024
BUY
$55.41 - $62.08 $64,109 - $71,826
1,157 Added 18.77%
7,322 $454,000
Q4 2023

Jan 12, 2024
BUY
$48.47 - $56.6 $2,035 - $2,377
42 Added 0.37%
11,465 $646,000
Q3 2023

Oct 20, 2023
SELL
$50.36 - $54.21 $131,943 - $142,030
-2,620 Reduced 18.66%
11,423 $578,000
Q2 2023

Jul 14, 2023
SELL
$47.67 - $52.37 $1.21 Million - $1.33 Million
-25,419 Reduced 64.41%
14,043 $735,000
Q1 2023

Apr 11, 2023
SELL
$44.78 - $49.41 $373,465 - $412,079
-8,340 Reduced 17.45%
39,462 $1.91 Million
Q4 2022

Feb 07, 2023
SELL
$44.01 - $48.16 $999,731 - $1.09 Million
-22,716 Reduced 32.21%
47,802 $2.16 Million
Q3 2022

Oct 17, 2022
SELL
N/A
-29,563 Reduced 29.54%
70,518 $2.98 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-41,481 Reduced 29.3%
100,081 $4.55 Million
Q1 2022

Apr 07, 2022
BUY
N/A
141,562 New
141,562 $7.62 Million

Others Institutions Holding SCHX

# of Institutions
1,271
Shares Held
428M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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