Strategic Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Strategic Asset Management, LLC

  • $57.7 Million
  • Q3 2022

A detailed history of Strategic Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Asset Management, LLC holds 427 shares of SCHX stock, worth $9,974. This represents 0.03% of its overall portfolio holdings.

Number of Shares
427
Previous 527 18.98%
Holding current value
$9,974
Previous $24,000 25.0%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 01, 2022
SELL
$42.35 - $51.01 $4,235 - $5,101
-100 Reduced 18.98%
427 $18,000
Q2 2022

Jul 14, 2022
BUY
$43.35 - $54.51 $4,335 - $5,451
100 Added 23.42%
527 $24,000
Q1 2022

Apr 20, 2022
BUY
$49.51 - $57.27 $10,545 - $12,198
213 Added 99.53%
427 $23,000
Q3 2021

Nov 04, 2021
BUY
$51.52 - $54.94 $11,025 - $11,757
214 New
214 $23,000

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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