Northeast Financial Consultants Inc Schwab Strategic Tr Us Large C Transaction History

Northeast Financial Consultants Inc

  • $2.25 Billion
  • Q3 2024

A detailed history of Northeast Financial Consultants Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northeast Financial Consultants Inc holds 5,600 shares of SCHX stock, worth $133,560. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,600
Previous 5,600 -0.0%
Holding current value
$133,560
Previous $359,000 5.57%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$48.47 - $56.6 $10,372 - $12,112
-214 Reduced 3.68%
5,600 $315,000
Q2 2023

Aug 08, 2023
BUY
$47.67 - $52.37 $10,201 - $11,207
214 Added 3.82%
5,814 $304,000
Q1 2022

May 12, 2022
BUY
$49.51 - $57.27 $138,628 - $160,356
2,800 Added 100.0%
5,600 $302,000
Q2 2020

Jul 30, 2020
BUY
$29.25 - $38.76 $81,900 - $108,528
2,800 New
2,800 $207,000
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $74,508 - $113,456
-2,800 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$34.42 - $38.54 $96,376 - $107,912
2,800 New
2,800 $215,000

Others Institutions Holding SCHX

# of Institutions
1,419
Shares Held
806M
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
Track This Portfolio

Track Northeast Financial Consultants Inc Portfolio

Follow Northeast Financial Consultants Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northeast Financial Consultants Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northeast Financial Consultants Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email