Papp L Roy & Associates Schwab Strategic Tr Us Large C Transaction History

Papp L Roy & Associates

  • $810 Million
  • Q4 2024

A detailed history of Papp L Roy & Associates transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Papp L Roy & Associates holds 29,211 shares of SCHX stock, worth $686,750. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,211
Previous 10,137 188.16%
Holding current value
$686,750
Previous $687,000 1.46%
% of portfolio
0.08%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $427,257 - $1.3 Million
19,074 Added 188.16%
29,211 $677,000
Q2 2024

Jul 24, 2024
SELL
$58.7 - $64.78 $138,297 - $152,621
-2,356 Reduced 18.86%
10,137 $651,000
Q4 2023

Jan 19, 2024
SELL
$48.47 - $56.6 $57,194 - $66,788
-1,180 Reduced 8.63%
12,493 $704,000
Q1 2023

May 05, 2023
SELL
$44.78 - $49.41 $11,777 - $12,994
-263 Reduced 1.89%
13,673 $661,000
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $344,985 - $399,057
6,968 Added 100.0%
13,936 $750,000
Q2 2021

Aug 09, 2021
BUY
$48.62 - $52.01 $4,862 - $5,201
100 Added 1.46%
6,968 $724,000
Q1 2021

May 06, 2021
SELL
$44.9 - $48.34 $57,157 - $61,536
-1,273 Reduced 15.64%
6,868 $660,000
Q4 2020

Feb 10, 2021
BUY
$39.35 - $45.48 $34,549 - $39,931
878 Added 12.09%
8,141 $740,000
Q2 2020

Aug 11, 2020
SELL
$29.25 - $38.76 $67,596 - $89,574
-2,311 Reduced 24.14%
7,263 $538,000
Q1 2020

May 05, 2020
SELL
$26.61 - $40.52 $7,983 - $12,156
-300 Reduced 3.04%
9,574 $586,000
Q4 2019

Feb 14, 2020
SELL
$34.42 - $38.54 $2,306 - $2,582
-67 Reduced 0.67%
9,874 $758,000
Q3 2019

Nov 04, 2019
SELL
$35.28 - $36.01 $5,644 - $5,761
-160 Reduced 1.58%
9,941 $705,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,733 Added 20.71%
10,101 $709,000
Q2 2018

Aug 09, 2018
SELL
N/A
-2,145 Reduced 20.4%
8,368 $544,000
Q1 2018

May 15, 2018
SELL
N/A
-588 Reduced 5.3%
10,513 $663,000
Q4 2017

Feb 06, 2018
BUY
N/A
11,101
11,101 $708,000

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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