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 $131,039. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,600
Previous 5,600 -0.0%
Holding current value
$131,039
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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