Plotkin Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Plotkin Financial Advisors, LLC

$163 Billion
Q1 2025

A detailed history of Plotkin Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 78,452 shares of SCHX stock, worth $1.92 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

78,452

Previous 69,290 13.22%

Holding current value

$1.92 Million

Previous $1.61 Billion 7.85%

% of portfolio

1.06%

Previous 0.95%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $199,273 - $222,453	9,162 Added 13.22%	78,452 $1.73 Billion
Q4 2024 Mar 05, 2025	BUY	$22.4 - $68.28 $1.05 Million - $3.2 Million	46,846 Added 208.72%	69,290 $1.61 Billion
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $1.37 Million - $1.52 Million	22,444 New	22,444 $1.52 Billion
Q2 2024 Nov 14, 2024	BUY	$58.7 - $64.78 $196,058 - $216,365	3,340 Added 18.82%	21,085 $1.35 Billion
Q1 2024 Nov 14, 2024	BUY	$55.41 - $62.08 $15,791 - $17,692	285 Added 1.63%	17,745 $1.1 Billion
Q4 2023 Nov 14, 2024	BUY	$48.47 - $56.6 $284,955 - $332,751	5,879 Added 50.76%	17,460 $985 Million
Q3 2023 Nov 14, 2024	BUY	$50.36 - $54.21 $186,080 - $200,305	3,695 Added 46.86%	11,581 $586 Million
Q2 2023 Nov 14, 2024	SELL	$47.67 - $52.37 $25,026 - $27,494	-525 Reduced 6.24%	7,886 $413 Million
Q1 2023 Nov 14, 2024	SELL	$44.78 - $49.41 $113,606 - $125,353	-2,537 Reduced 23.17%	8,411 $407 Million
Q3 2022 Nov 14, 2024	BUY	$42.35 - $51.01 $146,996 - $177,055	3,471 Added 46.42%	10,948 $464 Million
Q2 2022 Nov 14, 2024	BUY	$43.35 - $54.51 $99,141 - $124,664	2,287 Added 44.07%	7,477 $334 Million
Q1 2022 Nov 14, 2024	BUY	$49.51 - $57.27 $128,478 - $148,615	2,595 Added 100.0%	5,190 $279 Million
Q3 2020 Nov 14, 2024	SELL	$37.26 - $43.03 $739,573 - $854,102	-19,849 Reduced 88.44%	2,595 $209 Million

Others Institutions Holding SCHX

# of Institutions

1,501

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Plotkin Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History