Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 37,800 shares of SCHX stock, worth $1.02 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
37,800
Previous 37,800 -0.0%
Holding current value
$1.02 Million
Previous $876,000 4.79%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$22.4 - $68.28 $564,480 - $1.72 Million
25,200 Added 200.0%
37,800 $876,000
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $311,913 - $360,801
6,300 Added 100.0%
12,600 $679,000
Q3 2021

Nov 03, 2021
BUY
$51.52 - $54.94 $82,432 - $87,904
1,600 Added 34.04%
6,300 $655,000
Q2 2021

Aug 16, 2021
BUY
$48.62 - $52.01 $228,514 - $244,447
4,700 New
4,700 $489,000

Others Institutions Holding SCHX

# of Institutions
1,613
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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