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

My Legacy Advisors, LLC

  • $252 Million
  • Q4 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 11,239 shares of SCHX stock, worth $269,736. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,239
Previous 5,824 92.98%
Holding current value
$269,736
Previous $395,000 34.18%
% of portfolio
0.1%
Previous 0.16%

Shares

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

Jan 16, 2025
BUY
$22.4 - $68.28 $121,295 - $369,736
5,415 Added 92.98%
11,239 $260,000
Q3 2024

Oct 21, 2024
SELL
$61.11 - $67.85 $20,838 - $23,136
-341 Reduced 5.53%
5,824 $395,000
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
$42.25 - $48.16 $959,751 - $1.09 Million
-22,716 Reduced 32.21%
47,802 $2.16 Million
Q3 2022

Oct 17, 2022
SELL
$42.35 - $51.01 $1.25 Million - $1.51 Million
-29,563 Reduced 29.54%
70,518 $2.98 Million
Q2 2022

Jul 12, 2022
SELL
$43.35 - $54.51 $1.8 Million - $2.26 Million
-41,481 Reduced 29.3%
100,081 $4.55 Million
Q1 2022

Apr 07, 2022
BUY
$49.51 - $57.27 $7.01 Million - $8.11 Million
141,562 New
141,562 $7.62 Million

Others Institutions Holding SCHX

# of Institutions
1,433
Shares Held
887M
Call Options Held
34.3K
Put Options Held
1.2K
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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