Sensible Financial Planning & Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Sensible Financial Planning & Management, Llc.

$482 Million
Q4 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 507,984 shares of SCHX stock, worth $12.1 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

507,984

Previous 175,580 189.32%

Holding current value

$12.1 Million

Previous $11.9 Million 1.16%

% of portfolio

2.44%

Previous 2.35%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $7.45 Million - $22.7 Million	332,404 Added 189.32%	507,984 $11.8 Million
Q3 2024 Oct 28, 2024	SELL	$61.11 - $67.85 $487,046 - $540,764	-7,970 Reduced 4.34%	175,580 $11.9 Million
Q2 2024 Jul 18, 2024	SELL	$58.7 - $64.78 $109,416 - $120,749	-1,864 Reduced 1.01%	183,550 $11.8 Million
Q1 2024 May 06, 2024	SELL	$55.41 - $62.08 $342,101 - $383,281	-6,174 Reduced 3.22%	185,414 $11.5 Million
Q4 2023 Feb 02, 2024	SELL	$48.47 - $56.6 $631,467 - $737,384	-13,028 Reduced 6.37%	191,588 $10.8 Million
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $424,887 - $457,369	-8,437 Reduced 3.96%	204,616 $10.4 Million
Q2 2023 Aug 03, 2023	SELL	$47.67 - $52.37 $355,665 - $390,732	-7,461 Reduced 3.38%	213,053 $11.2 Million
Q1 2023 Apr 14, 2023	SELL	$44.78 - $49.41 $858,074 - $946,794	-19,162 Reduced 7.99%	220,514 $10.7 Million
Q4 2022 Feb 01, 2023	SELL	$42.25 - $48.16 $616,596 - $702,847	-14,594 Reduced 5.74%	239,676 $10.8 Million
Q3 2022 Nov 07, 2022	SELL	$42.35 - $51.01 $203,025 - $244,541	-4,794 Reduced 1.85%	254,270 $10.8 Million
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $166,594 - $209,481	-3,843 Reduced 1.46%	259,064 $11.6 Million
Q1 2022 May 18, 2022	BUY	$49.51 - $57.27 $6.54 Million - $7.56 Million	132,093 Added 100.98%	262,907 $14.2 Million
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $568,720 - $627,783	10,958 Added 9.14%	130,814 $14.9 Million
Q3 2021 Nov 09, 2021	BUY	$51.52 - $54.94 $249,356 - $265,909	4,840 Added 4.21%	119,856 $12.5 Million
Q2 2021 Jul 29, 2021	SELL	$48.62 - $52.01 $29,755 - $31,830	-612 Reduced 0.53%	115,016 $12 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $367,371 - $395,517	-8,182 Reduced 6.61%	115,628 $11.1 Million
Q4 2020 Feb 24, 2021	SELL	$39.35 - $45.48 $563,373 - $651,137	-14,317 Reduced 10.37%	123,810 $11.3 Million
Q3 2020 Nov 06, 2020	SELL	$37.26 - $43.03 $190,696 - $220,227	-5,118 Reduced 3.57%	138,127 $11.1 Million
Q2 2020 Aug 12, 2020	SELL	$29.25 - $38.76 $933,396 - $1.24 Million	-31,911 Reduced 18.22%	143,245 $10.6 Million
Q1 2020 May 07, 2020	SELL	$26.61 - $40.52 $222,379 - $338,625	-8,357 Reduced 4.55%	175,156 $10.7 Million
Q4 2019 Feb 12, 2020	SELL	$34.42 - $38.54 $97,064 - $108,682	-2,820 Reduced 1.51%	183,513 $14.1 Million
Q3 2019 Oct 28, 2019	BUY	$35.28 - $36.01 $207,834 - $212,134	5,891 Added 3.26%	186,333 $13.2 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,634 Reduced 0.9%	180,442 $12.7 Million
Q1 2019 May 01, 2019	BUY	N/A	5,742 Added 3.26%	182,076 $12.3 Million
Q4 2018 Feb 06, 2019	BUY	N/A	27,668 Added 18.61%	176,334 $10.5 Million
Q3 2018 Oct 29, 2018	BUY	N/A	11,808 Added 8.63%	148,666 $10.3 Million
Q2 2018 Aug 07, 2018	BUY	N/A	15,222 Added 12.51%	136,858 $8.89 Million
Q1 2018 May 11, 2018	BUY	N/A	26,714 Added 28.14%	121,636 $7.67 Million
Q4 2017 Feb 13, 2018	BUY	N/A	25,145 Added 36.04%	94,922 $6.05 Million
Q3 2017 Nov 01, 2017	BUY	N/A	52,024 Added 293.04%	69,777 $4.19 Million
Q2 2017 Aug 11, 2017	BUY	N/A	17,753	17,753 $1.03 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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Sensible Financial Planning & Management, Llc. Schwab Strategic Tr Us Large C Transaction History