Safeguard Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Safeguard Financial, LLC

  • $422 Million
  • Q3 2024

A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Safeguard Financial, LLC holds 8,919 shares of SCHX stock, worth $208,704. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,919
Previous 8,872 0.53%
Holding current value
$208,704
Previous $570,000 6.14%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 15, 2024
BUY
$61.11 - $67.85 $2,872 - $3,188
47 Added 0.53%
8,919 $605,000
Q2 2024

Aug 07, 2024
BUY
$58.7 - $64.78 $645 - $712
11 Added 0.12%
8,872 $570,000
Q1 2024

Apr 09, 2024
SELL
$55.41 - $62.08 $36,404 - $40,786
-657 Reduced 6.9%
8,861 $549,000
Q4 2023

Jan 30, 2024
BUY
$48.47 - $56.6 $1,308 - $1,528
27 Added 0.28%
9,518 $536,000
Q3 2023

Oct 30, 2023
SELL
$50.36 - $54.21 $129,677 - $139,590
-2,575 Reduced 21.34%
9,491 $480,000
Q2 2023

Aug 07, 2023
BUY
$47.67 - $52.37 $17,256 - $18,957
362 Added 3.09%
12,066 $631,000
Q1 2023

Apr 26, 2023
SELL
$44.78 - $49.41 $153,684 - $169,575
-3,432 Reduced 22.67%
11,704 $566,000
Q4 2022

Jan 10, 2023
SELL
$42.25 - $48.16 $380 - $433
-9 Reduced 0.06%
15,136 $683,000
Q3 2022

Nov 07, 2022
SELL
$42.35 - $51.01 $31,000 - $37,339
-732 Reduced 4.61%
15,145 $641,000
Q2 2022

Aug 03, 2022
SELL
$43.35 - $54.51 $58,782 - $73,915
-1,356 Reduced 7.87%
15,877 $709,000
Q1 2022

Apr 19, 2022
BUY
$49.51 - $57.27 $853,205 - $986,933
17,233 New
17,233 $928,000

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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  • Ticker SCHX
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