Sigma Planning Corp Schwab Strategic Tr Us Large C Transaction History

Sigma Planning Corp

  • $3.11 Billion
  • Q1 2024

A detailed history of Sigma Planning Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sigma Planning Corp holds 181,288 shares of SCHX stock, worth $11.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
181,288
Previous 35,019 417.68%
Holding current value
$11.8 Million
Previous $1.98 Million 469.62%
% of portfolio
0.36%
Previous 0.16%

Shares

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

May 01, 2024
BUY
$55.41 - $62.08 $8.1 Million - $9.08 Million
146,269 Added 417.68%
181,288 $11.3 Million
Q4 2023

Feb 01, 2024
SELL
$48.47 - $56.6 $5.78 Million - $6.75 Million
-119,182 Reduced 77.29%
35,019 $1.98 Million
Q3 2023

Nov 06, 2023
BUY
$50.36 - $54.21 $578,183 - $622,385
11,481 Added 8.04%
154,201 $7.8 Million
Q2 2023

Aug 01, 2023
BUY
$47.67 - $52.37 $165,081 - $181,357
3,463 Added 2.49%
142,720 $7.47 Million
Q1 2023

May 05, 2023
BUY
$44.78 - $49.41 $454,875 - $501,906
10,158 Added 7.87%
139,257 $6.74 Million
Q4 2022

Jan 24, 2023
BUY
$44.01 - $48.16 $245,355 - $268,492
5,575 Added 4.51%
129,099 $0
Q3 2022

Nov 10, 2022
BUY
N/A
6,155 Added 5.24%
123,524 $5.23 Million
Q2 2022

Aug 11, 2022
BUY
N/A
24,504 Added 26.39%
117,369 $5.24 Million
Q1 2022

Apr 20, 2022
BUY
N/A
46,806 Added 101.62%
92,865 $5 Million
Q4 2021

Feb 02, 2022
BUY
N/A
1,695 Added 3.82%
46,059 $5.24 Million
Q3 2021

Oct 28, 2021
BUY
N/A
2,413 Added 5.75%
44,364 $4.62 Million
Q2 2021

Aug 13, 2021
BUY
N/A
601 Added 1.45%
41,951 $4.36 Million
Q1 2021

May 06, 2021
BUY
N/A
944 Added 2.34%
41,350 $3.97 Million
Q4 2020

Feb 09, 2021
BUY
N/A
6,031 Added 17.54%
40,406 $3.68 Million
Q3 2020

Nov 03, 2020
BUY
N/A
464 Added 1.37%
34,375 $2.77 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-3,619 Reduced 9.64%
33,911 $2.51 Million
Q1 2020

May 01, 2020
SELL
N/A
-1,354 Reduced 3.48%
37,530 $2.3 Million
Q4 2019

Feb 03, 2020
BUY
N/A
3,703 Added 10.53%
38,884 $2.99 Million
Q3 2019

Nov 01, 2019
BUY
N/A
381 Added 1.09%
35,181 $2.5 Million
Q2 2019

Aug 01, 2019
BUY
N/A
1,660 Added 5.01%
34,800 $2.44 Million
Q1 2019

May 01, 2019
BUY
N/A
195 Added 0.59%
33,140 $2.24 Million
Q4 2018

Jan 31, 2019
BUY
N/A
196 Added 0.6%
32,945 $1.97 Million
Q3 2018

Nov 07, 2018
BUY
N/A
865 Added 2.71%
32,749 $2.28 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-91 Reduced 0.28%
31,884 $2.07 Million
Q1 2018

May 11, 2018
BUY
N/A
120 Added 0.38%
31,975 $2.02 Million
Q4 2017

Feb 07, 2018
BUY
N/A
136 Added 0.43%
31,855 $2.03 Million
Q3 2017

Nov 06, 2017
BUY
N/A
31,719
31,719 $1.9 Million

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email