Rice Partnership, LLC Schwab Strategic Tr Us Large C Transaction History

Rice Partnership, LLC

  • $512 Million
  • Q4 2024

A detailed history of Rice Partnership, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rice Partnership, LLC holds 3,525 shares of SCHX stock, worth $83,718. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,525
Previous 2,219 58.86%
Holding current value
$83,718
Previous $150,000 46.0%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$22.4 - $68.28 $29,254 - $89,173
1,306 Added 58.86%
3,525 $81,000
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $63,798 - $70,835
1,044 Added 88.85%
2,219 $150,000
Q2 2024

Aug 01, 2024
SELL
$58.7 - $64.78 $9,157 - $10,105
-156 Reduced 11.72%
1,175 $75,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $8,643 - $9,684
156 Added 13.28%
1,331 $82,000
Q4 2023

Feb 12, 2024
SELL
$48.47 - $56.6 $7,318 - $8,546
-151 Reduced 11.39%
1,175 $66,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $7,604 - $8,185
151 Added 12.85%
1,326 $67,000
Q1 2023

Apr 27, 2023
BUY
$44.78 - $49.41 $52,616 - $58,056
1,175 New
1,175 $56,000
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $57,926 - $67,005
1,170 Added 100.0%
2,340 $126,000
Q3 2021

Nov 10, 2021
BUY
$51.52 - $54.94 $41,216 - $43,952
800 Added 216.22%
1,170 $122,000
Q2 2021

Aug 04, 2021
BUY
$48.62 - $52.01 $17,989 - $19,243
370 New
370 $38,000

Others Institutions Holding SCHX

# of Institutions
1,465
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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