A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northwest Financial Advisors holds 652 shares of SCHX stock, worth $15,256. This represents 0.04% of its overall portfolio holdings.

Number of Shares
652
Previous 648 0.62%
Holding current value
$15,256
Previous $41.6 Million 6.26%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$61.11 - $67.85 $244 - $271
4 Added 0.62%
652 $44.3 Million
Q1 2024

May 09, 2024

BUY
$55.41 - $62.08 $110 - $124
2 Added 0.31%
648 $40.2 Million
Q4 2023

Feb 07, 2024

BUY
$48.47 - $56.6 $31,311 - $36,563
646 New
646 $36.4 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.