A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,235,083 shares of SCHX stock, worth $28.9 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares
1,235,083
Previous 1,292,727 4.46%
Holding current value
$28.9 Million
Previous $83.2 Billion 0.83%
% of portfolio
4.39%
Previous 4.64%

Shares

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

Nov 08, 2024

SELL
$61.11 - $67.85 $3.52 Million - $3.91 Million
-57,644 Reduced 4.46%
1,235,083 $83.9 Billion
Q2 2024

Jul 16, 2024

BUY
$58.7 - $64.78 $15.4 Million - $17 Million
262,985 Added 25.54%
1,292,727 $83.2 Billion
Q1 2024

Apr 18, 2024

BUY
$55.41 - $62.08 $506,558 - $567,535
9,142 Added 0.9%
1,029,742 $63.9 Billion
Q4 2023

Feb 05, 2024

BUY
$48.47 - $56.6 $49.5 Million - $57.8 Million
1,020,600 New
1,020,600 $57.6 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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