Pathway Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Pathway Financial Advisors LLC

  • $421 Million
  • Q4 2024

A detailed history of Pathway Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 17,838 shares of SCHX stock, worth $425,436. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,838
Previous 5,946 200.0%
Holding current value
$425,436
Previous $403,000 2.48%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 30, 2025
BUY
$22.4 - $68.28 $266,380 - $811,985
11,892 Added 200.0%
17,838 $413,000
Q3 2023

Oct 30, 2023
BUY
$50.36 - $54.21 $36,964 - $39,790
734 Added 14.08%
5,946 $300,000
Q1 2022

Apr 25, 2022
BUY
$49.51 - $57.27 $129,023 - $149,245
2,606 Added 100.0%
5,212 $281,000
Q4 2021

Feb 02, 2022
SELL
$51.9 - $57.29 $29,634 - $32,712
-571 Reduced 17.97%
2,606 $280,000
Q2 2020

Jul 21, 2020
BUY
$29.25 - $38.76 $92,927 - $123,140
3,177 New
3,177 $235,000
Q1 2020

Apr 21, 2020
SELL
$26.61 - $40.52 $97,445 - $148,384
-3,662 Closed
0 $0
Q4 2019

Jan 22, 2020
BUY
$34.42 - $38.54 $126,046 - $141,133
3,662 New
3,662 $290,000
Q3 2019

Nov 15, 2019
SELL
$35.28 - $36.01 $100,759 - $102,844
-2,856 Closed
0 $0
Q2 2019

Aug 05, 2019
BUY
N/A
2,856 New
2,856 $200,000
Q3 2018

Jan 16, 2019
SELL
N/A
-132 Closed
0 $0
Q1 2018

May 04, 2018
SELL
N/A
-1,537 Reduced 92.09%
132 $8,000
Q4 2017

May 04, 2018
BUY
N/A
1,669
1,669 $106,000

Others Institutions Holding SCHX

# of Institutions
1,419
Shares Held
806M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Pathway Financial Advisors LLC Portfolio

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

News

Stay updated on Pathway Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email