Newbridge Financial Services Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Newbridge Financial Services Group, Inc.

  • $262 Million
  • Q2 2024

A detailed history of Newbridge Financial Services Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 413 shares of SCHX stock, worth $9,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares
413
Previous 612 32.52%
Holding current value
$9,313
Previous $37,000 29.73%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Sep 11, 2024
SELL
$58.7 - $64.78 $11,681 - $12,891
-199 Reduced 32.52%
413 $26,000
Q1 2024

Apr 24, 2024
BUY
$55.41 - $62.08 $498 - $558
9 Added 1.49%
612 $37,000
Q4 2023

Mar 28, 2024
SELL
$48.47 - $56.6 $11,972 - $13,980
-247 Reduced 29.06%
603 $34,000
Q3 2023

Oct 17, 2023
BUY
$50.36 - $54.21 $100 - $108
2 Added 0.24%
850 $43,000
Q2 2023

Jul 21, 2023
BUY
$47.67 - $52.37 $47 - $52
1 Added 0.12%
848 $44,000
Q1 2023

Apr 18, 2023
SELL
$44.78 - $49.41 $6,985 - $7,707
-156 Reduced 15.55%
847 $40,000
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $84 - $96
2 Added 0.2%
1,003 $0
Q3 2022

Oct 13, 2022
SELL
$42.35 - $51.01 $3,303 - $3,978
-78 Reduced 7.23%
1,001 $42,000
Q2 2022

Jul 15, 2022
SELL
$43.35 - $54.51 $3,164 - $3,979
-73 Reduced 6.34%
1,079 $48,000
Q1 2022

Apr 26, 2022
BUY
$49.51 - $57.27 $35,894 - $41,520
725 Added 169.79%
1,152 $62,000
Q4 2021

Jan 19, 2022
SELL
$51.9 - $57.29 $2,698 - $2,979
-52 Reduced 10.86%
427 $49,000
Q3 2021

Oct 27, 2021
BUY
$51.52 - $54.94 $24,678 - $26,316
479 New
479 $50,000

Others Institutions Holding SCHX

# of Institutions
1,333
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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