A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 3,624 shares of SCHX stock, worth $243,822. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,624
Previous 3,624 -0.0%
Holding current value
$243,822
Previous $224,000 3.57%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$47.67 - $52.37 $172,756 - $189,788
3,624 New
3,624 $189,000
Q3 2022

Nov 18, 2022

SELL
$42.35 - $51.01 $138,018 - $166,241
-3,259 Closed
0 $0
Q3 2021

Oct 28, 2021

SELL
$51.52 - $54.94 $10,304 - $10,988
-200 Reduced 5.78%
3,259 $339,000
Q2 2021

Aug 11, 2021

BUY
$48.62 - $52.01 $5,445 - $5,825
112 Added 3.35%
3,459 $360,000
Q1 2021

Apr 07, 2021

SELL
$44.9 - $48.34 $17,780 - $19,142
-396 Reduced 10.58%
3,347 $321,000
Q4 2019

Apr 13, 2020

BUY
$34.42 - $38.54 $128,834 - $144,255
3,743 New
3,743 $248,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Spotlight Asset Group, Inc. Portfolio

Follow Spotlight Asset Group, Inc. 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 Spotlight Asset Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spotlight Asset Group, Inc. with notifications on news.