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

Pathway Financial Advisors LLC

  • $379 Million
  • Q3 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 5,946 shares of SCHX stock, worth $139,136. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,946
Previous 5,946 -0.0%
Holding current value
$139,136
Previous $382,000 5.5%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,351
Shares Held
348M
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
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