Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History

Strategic Equity Management

  • $184 Million
  • Q3 2024

A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Equity Management holds 524,315 shares of SCHX stock, worth $12.5 Million. This represents 19.34% of its overall portfolio holdings.

Number of Shares
524,315
Previous 405,996 29.14%
Holding current value
$12.5 Million
Previous $26.1 Million 36.38%
% of portfolio
19.34%
Previous 20.02%

Shares

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

Nov 05, 2024
BUY
$61.11 - $67.85 $7.23 Million - $8.03 Million
118,319 Added 29.14%
524,315 $35.6 Million
Q2 2024

Jul 31, 2024
BUY
$58.7 - $64.78 $3.83 Million - $4.23 Million
65,231 Added 19.14%
405,996 $26.1 Million
Q1 2024

Apr 16, 2024
BUY
$55.41 - $62.08 $3.84 Million - $4.3 Million
69,322 Added 25.54%
340,765 $21.1 Million
Q4 2023

Feb 07, 2024
BUY
$48.47 - $56.6 $13.2 Million - $15.4 Million
271,443 New
271,443 $15.3 Million

Others Institutions Holding SCHX

# of Institutions
1,380
Shares Held
496M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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