Shaker Investments LLC Schwab Strategic Tr Us Large C Transaction History

Shaker Investments LLC

  • $239 Million
  • Q3 2024

A detailed history of Shaker Investments LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shaker Investments LLC holds 3,391 shares of SCHX stock, worth $80,197. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,391
Previous 3,377 0.41%
Holding current value
$80,197
Previous $216,000 6.48%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 10, 2024
BUY
$61.11 - $67.85 $855 - $949
14 Added 0.41%
3,391 $230,000
Q2 2024

Jul 25, 2024
SELL
$58.7 - $64.78 $18,255 - $20,146
-311 Reduced 8.43%
3,377 $216,000
Q1 2024

Apr 25, 2024
BUY
$55.41 - $62.08 $387 - $434
7 Added 0.19%
3,688 $228,000
Q4 2023

Jan 29, 2024
BUY
$48.47 - $56.6 $178,418 - $208,344
3,681 New
3,681 $207,000
Q1 2022

Apr 27, 2022
SELL
$49.51 - $57.27 $90,949 - $105,204
-1,837 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$51.9 - $57.29 $95,340 - $105,241
1,837 New
1,837 $209,000
Q3 2021

Nov 08, 2021
SELL
$51.52 - $54.94 $101,133 - $107,847
-1,963 Closed
0 $0
Q2 2021

Aug 02, 2021
BUY
$48.62 - $52.01 $95,441 - $102,095
1,963 New
1,963 $204,000
Q1 2021

May 05, 2021
SELL
$44.9 - $48.34 $115,572 - $124,427
-2,574 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$39.35 - $45.48 $3,502 - $4,047
89 Added 3.58%
2,574 $234,000
Q3 2020

Nov 09, 2020
BUY
$37.26 - $43.03 $92,591 - $106,929
2,485 New
2,485 $200,000

Others Institutions Holding SCHX

# of Institutions
1,352
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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More about SCHX
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