A detailed history of Outfitter Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Outfitter Financial LLC holds 27,965 shares of SCHX stock, worth $668,083. This represents 1.58% of its overall portfolio holdings.

Number of Shares
27,965
Previous 29,585 5.48%
Holding current value
$668,083
Previous $1.9 Million 0.16%
% of portfolio
1.58%
Previous 1.59%

Shares

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

Oct 29, 2024

SELL
$61.11 - $67.85 $98,998 - $109,916
-1,620 Reduced 5.48%
27,965 $1.9 Million
Q2 2024

Jul 30, 2024

SELL
$58.7 - $64.78 $69,266 - $76,440
-1,180 Reduced 3.84%
29,585 $1.9 Million
Q1 2024

Apr 30, 2024

SELL
$55.41 - $62.08 $9,973 - $11,174
-180 Reduced 0.58%
30,765 $1.91 Million
Q4 2023

Feb 06, 2024

BUY
$48.47 - $56.6 $46,046 - $53,770
950 Added 3.17%
30,945 $1.75 Million
Q3 2023

Oct 20, 2023

BUY
$50.36 - $54.21 $90,144 - $97,035
1,790 Added 6.35%
29,995 $1.52 Million
Q2 2023

Jul 24, 2023

BUY
$47.67 - $52.37 $36,705 - $40,324
770 Added 2.81%
28,205 $1.48 Million
Q1 2023

Apr 28, 2023

BUY
$44.78 - $49.41 $43,884 - $48,421
980 Added 3.7%
27,435 $1.33 Million
Q4 2022

Jan 26, 2023

BUY
$42.25 - $48.16 $14,998 - $17,096
355 Added 1.36%
26,455 $1.19 Million
Q3 2022

Oct 19, 2022

BUY
$42.35 - $51.01 $108,839 - $131,095
2,570 Added 10.92%
26,100 $1.11 Million
Q1 2022

May 02, 2022

BUY
$49.51 - $57.27 $689,426 - $797,484
13,925 Added 144.98%
23,530 $1.27 Million
Q4 2021

Feb 04, 2022

BUY
$51.9 - $57.29 $29,583 - $32,655
570 Added 6.31%
9,605 $1.09 Million
Q3 2021

Oct 26, 2021

BUY
$51.52 - $54.94 $65,688 - $70,048
1,275 Added 16.43%
9,035 $940,000
Q2 2021

Jul 27, 2021

BUY
$48.62 - $52.01 $28,199 - $30,165
580 Added 8.08%
7,760 $807,000
Q1 2021

May 05, 2021

BUY
$44.9 - $48.34 $140,986 - $151,787
3,140 Added 77.72%
7,180 $689,000
Q4 2020

Feb 18, 2021

BUY
$39.35 - $45.48 $158,974 - $183,739
4,040 New
4,040 $367,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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