Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History

Strategic Investment Solutions, Inc. /Il

  • $310 Billion
  • Q2 2024

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 696 shares of SCHX stock, worth $47,174. This represents 0.02% of its overall portfolio holdings.

Number of Shares
696
Previous 969 28.17%
Holding current value
$47,174
Previous $54.7 Million 27.5%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 29, 2024
SELL
$58.7 - $64.78 $16,025 - $17,684
-273 Reduced 28.17%
696 $69.7 Million
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $3.89 Million - $4.54 Million
-80,179 Reduced 98.81%
969 $54.7 Million
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $4.02 Million - $4.33 Million
79,861 Added 6205.21%
81,148 $4.27 Billion
Q2 2023

Aug 15, 2023
SELL
$47.67 - $52.37 $3,861 - $4,241
-81 Reduced 5.92%
1,287 $64.1 Million
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $61,259 - $67,592
1,368 New
1,368 $66.2 Million

Others Institutions Holding SCHX

# of Institutions
1,316
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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