Sound Income Strategies, LLC Schwab Strategic Tr Us Large C Transaction History

Sound Income Strategies, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sound Income Strategies, LLC holds 834 shares of SCHX stock, worth $19,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
834
Holding current value
$19,849
% of portfolio
0.0%

Shares

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

Oct 10, 2024
BUY
$61.11 - $67.85 $50,965 - $56,586
834 New
834 $56,000
Q1 2024

Apr 15, 2024
SELL
$55.41 - $62.08 $6,205 - $6,952
-112 Reduced 47.06%
126 $7,000
Q4 2023

Jan 10, 2024
SELL
$48.47 - $56.6 $90,735 - $105,955
-1,872 Reduced 88.72%
238 $13,000
Q2 2023

Jul 10, 2023
SELL
$47.67 - $52.37 $22,547 - $24,771
-473 Reduced 18.31%
2,110 $110,000
Q1 2023

Apr 10, 2023
SELL
$44.78 - $49.41 $1,522 - $1,679
-34 Reduced 1.3%
2,583 $124,000
Q4 2022

Jan 11, 2023
BUY
$42.25 - $48.16 $15,083 - $17,193
357 Added 15.8%
2,617 $0
Q1 2022

Apr 11, 2022
BUY
$49.51 - $57.27 $111,892 - $129,430
2,260 New
2,260 $122,000
Q2 2021

Jul 13, 2021
SELL
$48.62 - $52.01 $15,218 - $16,279
-313 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$44.9 - $48.34 $14,053 - $15,130
313 New
313 $0
Q1 2020

Apr 07, 2020
SELL
$26.61 - $40.52 $212 - $324
-8 Closed
0 $0
Q4 2019

Jan 07, 2020
BUY
$34.42 - $38.54 $275 - $308
8 New
8 $1,000
Q3 2019

Oct 04, 2019
SELL
$35.28 - $36.01 $2,681 - $2,736
-76 Closed
0 $0
Q2 2019

Jul 16, 2019
BUY
N/A
76 New
76 $5,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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