Sharkey, Howes & Javer Schwab Strategic Tr Us Large C Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sharkey, Howes & Javer holds 170,535 shares of SCHX stock, worth $3.55 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

170,535

Previous 58,444 191.79%

Holding current value

$3.55 Million

Previous $3.97 Million 0.3%

% of portfolio

0.58%

Previous 0.6%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$22.4 - $68.28 $2.51 Million - $7.65 Million	112,091 Added 191.79%	170,535 $3.95 Million
Q3 2024 Oct 21, 2024	SELL	$61.11 - $67.85 $290,089 - $322,083	-4,747 Reduced 7.51%	58,444 $3.97 Million
Q2 2024 Jul 17, 2024	SELL	$58.7 - $64.78 $100,200 - $110,579	-1,707 Reduced 2.63%	63,191 $4.06 Million
Q1 2024 Apr 18, 2024	SELL	$55.41 - $62.08 $501,349 - $561,699	-9,048 Reduced 12.24%	64,898 $4.03 Million
Q4 2023 Jan 19, 2024	SELL	$48.47 - $56.6 $246,712 - $288,094	-5,090 Reduced 6.44%	73,946 $4.17 Million
Q3 2023 Oct 31, 2023	SELL	$50.36 - $54.21 $852,292 - $917,450	-16,924 Reduced 17.64%	79,036 $4 Million
Q2 2023 Jul 14, 2023	SELL	$47.67 - $52.37 $352,185 - $386,909	-7,388 Reduced 7.15%	95,960 $5.03 Million
Q1 2023 Apr 18, 2023	BUY	$44.78 - $49.41 $47,780 - $52,720	1,067 Added 1.04%	103,348 $5 Million
Q4 2022 Jan 30, 2023	SELL	$42.25 - $48.16 $1.75 Million - $2 Million	-41,428 Reduced 28.83%	102,281 $4.62 Million
Q3 2022 Nov 02, 2022	SELL	$42.35 - $51.01 $291,368 - $350,948	-6,880 Reduced 4.57%	143,709 $6.09 Million
Q2 2022 Jul 27, 2022	BUY	$43.35 - $54.51 $1.22 Million - $1.53 Million	28,130 Added 22.97%	150,589 $6.73 Million
Q1 2022 Apr 25, 2022	BUY	$49.51 - $57.27 $2.62 Million - $3.03 Million	52,837 Added 75.89%	122,459 $6.59 Million
Q4 2021 Feb 03, 2022	SELL	$51.9 - $57.29 $425,839 - $470,064	-8,205 Reduced 10.54%	69,622 $7.92 Million
Q3 2021 Oct 29, 2021	SELL	$51.52 - $54.94 $192,633 - $205,420	-3,739 Reduced 4.58%	77,827 $8.1 Million
Q2 2021 Jul 28, 2021	SELL	$48.62 - $52.01 $577,022 - $617,254	-11,868 Reduced 12.7%	81,566 $8.48 Million
Q1 2021 Apr 21, 2021	SELL	$44.9 - $48.34 $1.02 Million - $1.09 Million	-22,631 Reduced 19.5%	93,434 $8.97 Million
Q4 2020 Feb 04, 2021	SELL	$39.35 - $45.48 $103,057 - $119,112	-2,619 Reduced 2.21%	116,065 $10.6 Million
Q3 2020 Oct 21, 2020	SELL	$37.26 - $43.03 $24,852 - $28,701	-667 Reduced 0.56%	118,684 $9.57 Million
Q2 2020 Jul 22, 2020	SELL	$29.25 - $38.76 $717,824 - $951,209	-24,541 Reduced 17.06%	119,351 $8.84 Million
Q1 2020 Apr 24, 2020	SELL	$26.61 - $40.52 $93,826 - $142,873	-3,526 Reduced 2.39%	143,892 $8.81 Million
Q4 2019 Jan 28, 2020	SELL	$34.42 - $38.54 $9.05 Million - $10.1 Million	-262,842 Reduced 64.07%	147,418 $11.3 Million
Q3 2019 Nov 01, 2019	BUY	$35.28 - $36.01 $817,931 - $834,855	23,184 Added 5.99%	410,260 $29.1 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-94,132 Reduced 19.56%	387,076 $27.2 Million
Q1 2019 Apr 18, 2019	BUY	N/A	103,913 Added 27.54%	481,208 $32.5 Million
Q4 2018 Jan 25, 2019	BUY	N/A	132,264 Added 53.98%	377,295 $22.5 Million
Q3 2018 Oct 19, 2018	BUY	N/A	5,030 Added 2.1%	245,031 $17 Million
Q2 2018 Jul 26, 2018	BUY	N/A	26,670 Added 12.5%	240,001 $15.6 Million
Q1 2018 Apr 26, 2018	BUY	N/A	4,145 Added 1.98%	213,331 $13.5 Million
Q4 2017 Feb 15, 2018	BUY	N/A	194,313 Added 1306.48%	209,186 $13.3 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-280,732 Reduced 94.97%	14,873 $1.05 Million
Q3 2017 Oct 11, 2017	BUY	N/A	295,605	295,605 $18 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Sharkey, Howes & Javer Schwab Strategic Tr Us Large C Transaction History