Smi Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Smi Advisory Services, LLC

  • $368 Million
  • Q4 2024

A detailed history of Smi Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smi Advisory Services, LLC holds 17,293 shares of SCHX stock, worth $412,438. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,293
Previous 4,470 286.87%
Holding current value
$412,438
Previous $303,000 32.01%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Jan 17, 2025
BUY
$22.4 - $68.28 $287,235 - $875,554
12,823 Added 286.87%
17,293 $400,000
Q3 2024

Oct 07, 2024
BUY
$61.11 - $67.85 $28,905 - $32,093
473 Added 11.83%
4,470 $303,000
Q2 2024

Jul 15, 2024
BUY
$58.7 - $64.78 $234,623 - $258,925
3,997 New
3,997 $256,000
Q4 2023

Jan 12, 2024
SELL
$48.47 - $56.6 $35,867 - $41,884
-740 Reduced 8.21%
8,270 $466,000
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $453,743 - $488,432
9,010 New
9,010 $455,000

Others Institutions Holding SCHX

# of Institutions
1,411
Shares Held
764M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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