Seven Bridge Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Seven Bridge Financial Group, LLC

  • $443 Million
  • Q1 2024

A detailed history of Seven Bridge Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 3,726 shares of SCHX stock, worth $241,631. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,726
Previous 3,827 2.64%
Holding current value
$241,631
Previous $215,000 7.44%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $5,596 - $6,270
-101 Reduced 2.64%
3,726 $231,000
Q4 2023

Jan 22, 2024
SELL
$48.47 - $56.6 $87,924 - $102,672
-1,814 Reduced 32.16%
3,827 $215,000
Q3 2023

Oct 25, 2023
BUY
$50.36 - $54.21 $284,080 - $305,798
5,641 New
5,641 $285,000
Q1 2022

Apr 15, 2022
SELL
N/A
-7,330 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
7,330 New
7,330 $834,000
Q4 2021

Jan 20, 2022
SELL
N/A
-9,870 Closed
0 $0
Q3 2021

Oct 14, 2021
SELL
N/A
-128 Reduced 1.28%
9,870 $1.03 Million
Q2 2021

Jul 26, 2021
BUY
N/A
153 Added 1.55%
9,998 $1.04 Million
Q1 2021

Apr 20, 2021
BUY
N/A
697 Added 7.62%
9,845 $945,000
Q4 2020

Jan 19, 2021
BUY
N/A
31 Added 0.34%
9,148 $832,000
Q3 2020

Oct 22, 2020
BUY
N/A
1,059 Added 13.14%
9,117 $735,000
Q2 2020

Jul 24, 2020
BUY
N/A
704 Added 9.57%
8,058 $597,000
Q1 2020

Apr 16, 2020
BUY
N/A
368 Added 5.27%
7,354 $450,000
Q4 2019

Jan 17, 2020
BUY
N/A
69 Added 1.0%
6,986 $537,000
Q3 2019

Oct 09, 2019
BUY
N/A
1,540 Added 28.64%
6,917 $491,000
Q2 2019

Jul 15, 2019
BUY
N/A
5,377 New
5,377 $377,000

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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