Pensionmark Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 50,196 shares of SCHX stock, worth $1.17 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
50,196
Previous 50,196 -0.0%
Holding current value
$1.17 Million
Previous $3.41 Million -0.0%
% of portfolio
0.11%
Previous 0.02%

Shares

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

Nov 14, 2024
BUY
$61.11 - $67.85 $340,688 - $378,263
5,575 Added 12.49%
50,196 $3.41 Million
Q2 2024

Aug 14, 2024
BUY
$58.7 - $64.78 $4,813 - $5,311
82 Added 0.18%
44,621 $2.87 Million
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $1.29 Million - $1.44 Million
23,268 Added 109.39%
44,539 $2.76 Million
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $26,561 - $31,016
548 Added 2.64%
21,271 $1.2 Million
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $7,100 - $7,643
-141 Reduced 0.68%
20,723 $1.05 Million
Q2 2023

Aug 14, 2023
BUY
$47.67 - $52.37 $46,811 - $51,427
982 Added 4.94%
20,864 $1.09 Million
Q1 2023

May 15, 2023
SELL
$44.78 - $49.41 $10,030 - $11,067
-224 Reduced 1.11%
19,882 $961,000
Q4 2022

Feb 14, 2023
SELL
$42.25 - $48.16 $18,547 - $21,142
-439 Reduced 2.14%
20,106 $907,000
Q3 2022

Nov 14, 2022
BUY
$42.35 - $51.01 $4,997 - $6,019
118 Added 0.58%
20,545 $870,000
Q2 2022

Aug 09, 2022
BUY
$43.35 - $54.51 $37,064 - $46,606
855 Added 4.37%
20,427 $1 Million
Q1 2022

May 12, 2022
BUY
$49.51 - $57.27 $492,773 - $570,008
9,953 Added 103.47%
19,572 $1.05 Million
Q4 2021

Feb 11, 2022
BUY
$51.9 - $57.29 $116,775 - $128,902
2,250 Added 30.53%
9,619 $1.03 Million
Q3 2021

Nov 12, 2021
BUY
$51.52 - $54.94 $33,694 - $35,930
654 Added 9.74%
7,369 $767,000
Q2 2021

Aug 12, 2021
BUY
$48.62 - $52.01 $4,035 - $4,316
83 Added 1.25%
6,715 $698,000
Q1 2021

May 17, 2021
BUY
$44.9 - $48.34 $74,309 - $80,002
1,655 Added 33.25%
6,632 $657,000
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $25,065 - $28,970
637 Added 14.68%
4,977 $479,000
Q3 2020

Nov 13, 2020
SELL
$37.26 - $43.03 $1,080 - $1,247
-29 Reduced 0.66%
4,340 $350,000
Q2 2020

Aug 14, 2020
BUY
$29.25 - $38.76 $18,193 - $24,108
622 Added 16.6%
4,369 $354,000
Q1 2020

Apr 23, 2020
BUY
$26.61 - $40.52 $9,952 - $15,154
374 Added 11.09%
3,747 $229,000
Q4 2019

Feb 13, 2020
BUY
$34.42 - $38.54 $653 - $732
19 Added 0.57%
3,373 $259,000
Q3 2019

Nov 12, 2019
BUY
$35.28 - $36.01 $3,281 - $3,348
93 Added 2.85%
3,354 $238,000
Q2 2019

Aug 12, 2019
SELL
N/A
-24 Reduced 0.73%
3,261 $228,000
Q1 2019

May 14, 2019
SELL
N/A
-2,366 Reduced 41.87%
3,285 $222,000
Q4 2018

Feb 14, 2019
BUY
N/A
5,651 New
5,651 $371,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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