Sonora Investment Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Sonora Investment Management Group, LLC

$1.16 Billion
Q1 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 53,152 shares of SCHX stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

53,152

Previous 57,777 8.0%

Holding current value

$1.17 Million

Previous $1.34 Million 12.85%

% of portfolio

0.1%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$21.75 - $24.28 $100,593 - $112,295	-4,625 Reduced 8.0%	53,152 $1.17 Million
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $862,198 - $2.63 Million	38,491 Added 199.58%	57,777 $1.34 Million
Q3 2024 Oct 15, 2024	BUY	$61.11 - $67.85 $264,789 - $293,994	4,333 Added 28.98%	19,286 $1.31 Million
Q1 2024 May 13, 2024	BUY	$55.41 - $62.08 $39,064 - $43,766	705 Added 4.95%	14,953 $927,000
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $57,243 - $66,844	-1,181 Reduced 7.65%	14,248 $803,000
Q3 2023 Nov 02, 2023	BUY	$50.36 - $54.21 $96,187 - $103,541	1,910 Added 14.13%	15,429 $780,000
Q2 2023 Aug 10, 2023	BUY	$47.67 - $52.37 $82,326 - $90,442	1,727 Added 14.65%	13,519 $707,000
Q1 2023 May 12, 2023	BUY	$44.78 - $49.41 $35,779 - $39,478	799 Added 7.27%	11,792 $570,000
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $195,110 - $222,402	4,618 Added 72.44%	10,993 $496,000
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $276,356 - $347,501	6,375 New	6,375 $285,000
Q1 2022 May 12, 2022	SELL	$49.51 - $57.27 $91,197 - $105,491	-1,842 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $95,599 - $105,528	1,842 New	1,842 $210,000

Others Institutions Holding SCHX

# of Institutions

1,491

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Sonora Investment Management Group, LLC Schwab Strategic Tr Us Large C Transaction History