Re Dickinson Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Re Dickinson Investment Advisors, LLC

$1.77 Billion
Q4 2024

A detailed history of Re Dickinson Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Re Dickinson Investment Advisors, LLC holds 62,028 shares of SCHX stock, worth $1.62 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

62,028

Previous 21,340 190.67%

Holding current value

$1.62 Million

Previous $1.45 Million 893.64%

% of portfolio

0.81%

Previous 0.84%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $911,411 - $2.78 Million	40,688 Added 190.67%	62,028 $14.4 Million
Q3 2024 Nov 13, 2024	SELL	$61.11 - $67.85 $25,605 - $28,429	-419 Reduced 1.93%	21,340 $1.45 Million
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $76,251 - $84,149	-1,299 Reduced 5.63%	21,759 $1.4 Million
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $78,183 - $87,594	-1,411 Reduced 5.77%	23,058 $1.43 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $22,393 - $26,149	-462 Reduced 1.85%	24,469 $1.38 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $132,094 - $142,192	-2,623 Reduced 9.52%	24,931 $1.26 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $87,283 - $95,889	-1,831 Reduced 6.23%	27,554 $1.44 Million
Q1 2023 May 10, 2023	SELL	$44.78 - $49.41 $126,190 - $139,237	-2,818 Reduced 8.75%	29,385 $1.42 Million
Q4 2022 Jan 31, 2023	SELL	$42.25 - $48.16 $85,514 - $97,475	-2,024 Reduced 5.91%	32,203 $1.45 Million
Q3 2022 Nov 02, 2022	SELL	$42.35 - $51.01 $99,564 - $119,924	-2,351 Reduced 6.43%	34,227 $1.45 Million
Q2 2022 Aug 11, 2022	SELL	$43.35 - $54.51 $150,988 - $189,858	-3,483 Reduced 8.69%	36,578 $1.63 Million
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $648,581 - $750,237	13,100 Added 48.59%	40,061 $2.16 Billion
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $1.4 Million - $1.54 Million	26,961 New	26,961 $3.07 Million

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Re Dickinson Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History