Parkside Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Parkside Advisors LLC

  • $424 Million
  • Q4 2024

A detailed history of Parkside Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Parkside Advisors LLC holds 22,743 shares of SCHX stock, worth $540,146. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,743
Previous 7,581 200.0%
Holding current value
$540,146
Previous $514,000 2.53%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 13, 2025
BUY
$22.4 - $68.28 $339,628 - $1.04 Million
15,162 Added 200.0%
22,743 $527,000
Q4 2023

Jan 08, 2024
BUY
$48.47 - $56.6 $55,982 - $65,373
1,155 Added 17.97%
7,581 $427,000
Q2 2023

Jul 10, 2023
SELL
$47.67 - $52.37 $1,144 - $1,256
-24 Reduced 0.37%
6,426 $336,000
Q4 2022

Jan 09, 2023
BUY
$42.25 - $48.16 $1,014 - $1,155
24 Added 0.37%
6,450 $0
Q2 2022

Jul 12, 2022
BUY
$43.35 - $54.51 $278,567 - $350,281
6,426 New
6,426 $287,000

Others Institutions Holding SCHX

# of Institutions
1,465
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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