Northern Oak Wealth Management Inc Schwab Strategic Tr Us Large C Transaction History

Northern Oak Wealth Management Inc

  • $828 Million
  • Q2 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 7,190 shares of SCHX stock, worth $483,743. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,190
Previous 7,190 -0.0%
Holding current value
$483,743
Previous $446,000 3.36%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $16,719 - $17,997
-332 Reduced 4.41%
7,190 $363,000
Q1 2023

May 09, 2023
BUY
$44.78 - $49.41 $56,064 - $61,861
1,252 Added 19.97%
7,522 $363,000
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $264,907 - $301,963
6,270 New
6,270 $283,000
Q2 2019

Jul 30, 2019
SELL
N/A
-401 Closed
0 $0
Q1 2019

Apr 24, 2019
BUY
N/A
401 New
401 $0

Others Institutions Holding SCHX

# of Institutions
1,316
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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