Nations Financial Group Inc, Schwab Strategic Tr Us Large C Transaction History

Nations Financial Group Inc,

$1.25 Billion
Q1 2025

A detailed history of Nations Financial Group Inc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nations Financial Group Inc, holds 13,278 shares of SCHX stock, worth $309,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,278

Previous 17,355 23.49%

Holding current value

$309,377

Previous $402,000 27.11%

% of portfolio

0.02%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $88,674 - $98,989	-4,077 Reduced 23.49%	13,278 $293,000
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $214,681 - $654,395	9,584 Added 123.33%	17,355 $402,000
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $27,193 - $30,193	-445 Reduced 5.42%	7,771 $527,000
Q2 2024 Jul 29, 2024	SELL	$58.7 - $64.78 $56,821 - $62,707	-968 Reduced 10.54%	8,216 $527,000
Q1 2024 Apr 23, 2024	SELL	$55.41 - $62.08 $128,551 - $144,025	-2,320 Reduced 20.17%	9,184 $569,000
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $71,638 - $83,654	-1,478 Reduced 11.38%	11,504 $648,000
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $6,295 - $6,776	-125 Reduced 0.95%	12,982 $656,000
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $693,550 - $761,931	-14,549 Reduced 52.61%	13,107 $686,000
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $16,747 - $18,479	-374 Reduced 1.33%	27,656 $1.34 Million
Q4 2022 Feb 07, 2023	BUY	$42.25 - $48.16 $633 - $722	15 Added 0.05%	28,030 $1.27 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $10,841 - $13,058	256 Added 0.92%	28,015 $1.19 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $32,989 - $41,482	761 Added 2.82%	27,759 $1.24 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $668,186 - $772,915	13,496 Added 99.96%	26,998 $1.45 Million
Q4 2021 Feb 10, 2022	SELL	$51.9 - $57.29 $70,584 - $77,914	-1,360 Reduced 9.15%	13,502 $1.54 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $6,903 - $7,361	134 Added 0.91%	14,862 $1.55 Million
Q2 2021 Aug 16, 2021	SELL	$48.62 - $52.01 $23,580 - $25,224	-485 Reduced 3.19%	14,728 $1.53 Million
Q1 2021 May 14, 2021	SELL	$44.9 - $48.34 $13,470 - $14,502	-300 Reduced 1.93%	15,213 $1.46 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $5,902 - $6,821	150 Added 0.98%	15,513 $1.41 Million
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $8,197 - $9,466	-220 Reduced 1.41%	15,363 $1.24 Million
Q1 2020 May 08, 2020	BUY	$26.61 - $40.52 $9,552 - $14,546	359 Added 2.36%	15,583 $954,000
Q4 2019 Feb 05, 2020	SELL	$34.42 - $38.54 $27,776 - $31,101	-807 Reduced 5.03%	15,224 $1.17 Million
Q3 2019 Nov 08, 2019	BUY	$35.28 - $36.01 $21,168 - $21,606	600 Added 3.89%	16,031 $1.16 Million
Q2 2019 Aug 13, 2019	BUY	N/A	944 Added 6.52%	15,431 $1.08 Million
Q1 2019 May 10, 2019	BUY	N/A	317 Added 2.24%	14,487 $979,000
Q4 2018 Feb 07, 2019	BUY	N/A	884 Added 6.65%	14,170 $846,000
Q3 2018 Nov 07, 2018	BUY	N/A	281 Added 2.16%	13,286 $924,000
Q2 2018 Aug 09, 2018	BUY	N/A	2,386 Added 22.47%	13,005 $845,000
Q1 2018 May 14, 2018	BUY	N/A	1,303 Added 13.99%	10,619 $670,000
Q4 2017 Feb 12, 2018	BUY	N/A	315 Added 3.5%	9,316 $594,000
Q3 2017 Nov 13, 2017	BUY	N/A	9,001	9,001 $540,000

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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Nations Financial Group Inc, Schwab Strategic Tr Us Large C Transaction History