Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History

Strategic Equity Management

$208 Million
Q4 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 1,578,420 shares of SCHX stock, worth $35.3 Million. This represents 17.63% of its overall portfolio holdings.

Number of Shares

1,578,420

Previous 524,315 201.04%

Holding current value

$35.3 Million

Previous $35.6 Million 2.85%

% of portfolio

17.63%

Previous 19.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $23.6 Million - $72 Million	1,054,105 Added 201.04%	1,578,420 $36.6 Million
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

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Equity Management with notifications on news.

Account

Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History