Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Powers Advisory Group, LLC

$199 Million
Q4 2024

A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Powers Advisory Group, LLC holds 1,196,396 shares of SCHX stock, worth $28.1 Million. This represents 13.94% of its overall portfolio holdings.

Number of Shares

1,196,396

Previous 403,013 196.86%

Holding current value

$28.1 Million

Previous $27.3 Million 1.42%

% of portfolio

13.94%

Previous 13.64%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $17.8 Million - $54.2 Million	793,383 Added 196.86%	1,196,396 $27.7 Million
Q3 2024 Oct 18, 2024	BUY	$61.11 - $67.85 $52,432 - $58,215	858 Added 0.21%	403,013 $27.3 Million
Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $124,033 - $136,880	2,113 Added 0.53%	402,155 $25.8 Million
Q1 2024 Apr 19, 2024	SELL	$55.41 - $62.08 $171,050 - $191,640	-3,087 Reduced 0.77%	400,042 $24.8 Million
Q4 2023 Jan 17, 2024	BUY	$48.47 - $56.6 $148,124 - $172,969	3,056 Added 0.76%	403,129 $22.7 Million
Q3 2023 Oct 18, 2023	BUY	$50.36 - $54.21 $481,643 - $518,464	9,564 Added 2.45%	400,073 $20.2 Million
Q2 2023 Jul 20, 2023	SELL	$47.67 - $52.37 $74,269 - $81,592	-1,558 Reduced 0.4%	390,509 $20.5 Million
Q1 2023 Apr 13, 2023	BUY	$44.78 - $49.41 $381,749 - $421,220	8,525 Added 2.22%	392,067 $19 Million
Q4 2022 Jan 20, 2023	BUY	$42.25 - $48.16 $158,099 - $180,214	3,742 Added 0.99%	383,542 $0
Q3 2022 Oct 14, 2022	BUY	$42.35 - $51.01 $556,521 - $670,322	13,141 Added 3.58%	379,800 $16.1 Million
Q2 2022 Jul 19, 2022	BUY	$43.35 - $54.51 $278,523 - $350,226	6,425 Added 1.78%	366,659 $16.4 Million
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $9.37 Million - $10.8 Million	189,354 Added 110.81%	360,234 $19.4 Million
Q4 2021 May 06, 2022	BUY	$51.9 - $57.29 $8.87 Million - $9.79 Million	170,880 New	170,880 $19.5 Million

Others Institutions Holding SCHX

# of Institutions

1,472

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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Powers Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History