Shaker Investments LLC Schwab Strategic Tr Us Large C Transaction History

Shaker Investments LLC

  • $234 Million
  • Q1 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 3,688 shares of SCHX stock, worth $239,314. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,688
Previous 3,681 0.19%
Holding current value
$239,314
Previous $207,000 10.14%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-1,837 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
N/A
1,837 New
1,837 $209,000
Q3 2021

Nov 08, 2021
SELL
N/A
-1,963 Closed
0 $0
Q2 2021

Aug 02, 2021
BUY
N/A
1,963 New
1,963 $204,000
Q1 2021

May 05, 2021
SELL
N/A
-2,574 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
N/A
89 Added 3.58%
2,574 $234,000
Q3 2020

Nov 09, 2020
BUY
N/A
2,485 New
2,485 $200,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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More about SCHX
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