Oliver Lagore Vanvalin Investment Group Schwab Strategic Tr Us Large C Transaction History

Oliver Lagore Vanvalin Investment Group

  • $263 Million
  • Q2 2025

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 257 shares of SCHX stock, worth $6,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares
257
Previous 72 256.94%
Holding current value
$6,805
Previous $1,000 500.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$19.6 - $24.44 $3,626 - $4,521
185 Added 256.94%
257 $6,000
Q4 2024

Apr 01, 2025
BUY
$22.4 - $68.28 $1,075 - $3,277
48 Added 200.0%
72 $1,000
Q1 2024

May 15, 2024
SELL
$55.41 - $62.08 $5,042 - $5,649
-91 Reduced 79.13%
24 $1,000
Q4 2023

Jan 31, 2024
SELL
$48.47 - $56.6 $4,507 - $5,263
-93 Reduced 44.71%
115 $6,000
Q3 2023

Nov 09, 2023
SELL
$50.36 - $54.21 $61,086 - $65,756
-1,213 Reduced 85.36%
208 $10,000
Q2 2023

Aug 08, 2023
BUY
$47.67 - $52.37 $67,739 - $74,417
1,421 New
1,421 $74,000

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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