A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 86,430 shares of SCHX stock, worth $2.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
86,430
Previous 83,893 3.02%
Holding current value
$2.04 Million
Previous $5.39 Million 8.79%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 06, 2024

BUY
$61.11 - $67.85 $155,036 - $172,135
2,537 Added 3.02%
86,430 $5.86 Million
Q2 2024

Jul 25, 2024

BUY
$58.7 - $64.78 $4.34 Million - $4.79 Million
73,882 Added 738.01%
83,893 $5.39 Million
Q4 2023

Jan 26, 2024

SELL
$48.47 - $56.6 $31,166 - $36,393
-643 Reduced 6.04%
10,011 $564,000
Q2 2023

Jul 19, 2023

BUY
$47.67 - $52.37 $300,988 - $330,664
6,314 Added 145.48%
10,654 $558,000
Q1 2023

May 03, 2023

BUY
$44.78 - $49.41 $194,345 - $214,439
4,340 New
4,340 $210,000
Q3 2022

Oct 20, 2022

BUY
$42.35 - $51.01 $2,498 - $3,009
59 Added 1.02%
5,860 $248,000
Q2 2022

Jul 13, 2022

BUY
$43.35 - $54.51 $563 - $708
13 Added 0.22%
5,801 $260,000
Q1 2022

Apr 19, 2022

BUY
$49.51 - $57.27 $114,219 - $132,121
2,307 Added 66.27%
5,788 $312,000
Q4 2021

Jan 20, 2022

BUY
$51.9 - $57.29 $10,328 - $11,400
199 Added 6.06%
3,481 $396,000
Q3 2021

Oct 12, 2021

BUY
$51.52 - $54.94 $25,863 - $27,579
502 Added 18.06%
3,282 $341,000
Q2 2021

Jul 16, 2021

SELL
$48.62 - $52.01 $2,139 - $2,288
-44 Reduced 1.56%
2,780 $289,000
Q1 2021

Apr 15, 2021

BUY
$44.9 - $48.34 $126,797 - $136,512
2,824 New
2,824 $271,000
Q1 2020

May 07, 2020

SELL
$26.61 - $40.52 $74,188 - $112,969
-2,788 Closed
0 $0
Q4 2019

Feb 06, 2020

SELL
$34.42 - $38.54 $5,610 - $6,282
-163 Reduced 5.52%
2,788 $0
Q3 2019

Oct 31, 2019

SELL
$35.28 - $36.01 $10,301 - $10,514
-292 Reduced 9.0%
2,951 $209,000
Q2 2019

Aug 01, 2019

SELL
N/A
-516 Reduced 13.73%
3,243 $228,000
Q1 2019

May 01, 2019

SELL
N/A
-1,105 Reduced 22.72%
3,759 $254,000
Q4 2018

Feb 01, 2019

SELL
N/A
-3,271 Reduced 40.21%
4,864 $290,000
Q3 2018

Oct 18, 2018

SELL
N/A
-5,362 Reduced 39.73%
8,135 $566,000
Q2 2018

Jul 24, 2018

SELL
N/A
-51,549 Reduced 79.25%
13,497 $877,000
Q1 2018

Apr 16, 2018

BUY
N/A
2,414 Added 3.85%
65,046 $4.1 Million
Q4 2017

Feb 02, 2018

BUY
N/A
2,086 Added 3.45%
62,632 $4 Million
Q3 2017

Nov 07, 2017

BUY
N/A
1,341 Added 2.27%
60,546 $3.64 Million
Q2 2017

Aug 14, 2017

BUY
N/A
59,205
59,205 $3.42 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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