A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 1,512 shares of SCHX stock, worth $35,380. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,512
Previous 1,394 8.46%
Holding current value
$35,380
Previous $89,000 14.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 18, 2024

BUY
$61.11 - $67.85 $7,210 - $8,006
118 Added 8.46%
1,512 $102,000
Q2 2024

Aug 15, 2024

SELL
$58.7 - $64.78 $8,218 - $9,069
-140 Reduced 9.13%
1,394 $89,000
Q1 2024

Apr 15, 2024

SELL
$55.41 - $62.08 $86,217 - $96,596
-1,556 Reduced 50.36%
1,534 $95,000
Q4 2023

Feb 14, 2024

SELL
$48.47 - $56.6 $18,854 - $22,017
-389 Reduced 11.18%
3,090 $174,000
Q3 2023

Dec 11, 2023

BUY
$50.36 - $54.21 $98,151 - $105,655
1,949 Added 127.39%
3,479 $176,000
Q2 2023

Aug 15, 2023

BUY
$47.67 - $52.37 $286 - $314
6 Added 0.39%
1,530 $80,000
Q1 2023

May 17, 2023

BUY
$44.78 - $49.41 $68,244 - $75,300
1,524 New
1,524 $73,000
Q1 2021

May 27, 2021

SELL
$44.9 - $48.34 $101,025 - $108,765
-2,250 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$39.35 - $45.48 $88,537 - $102,330
2,250 New
2,250 $205,000
Q2 2020

Aug 14, 2020

SELL
$29.25 - $38.76 $7.23 Million - $9.59 Million
-247,348 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$26.61 - $40.52 $6.43 Million - $9.8 Million
241,784 Added 4345.51%
247,348 $18 Million
Q4 2019

Feb 14, 2020

BUY
$34.42 - $38.54 $191,512 - $214,436
5,564 New
5,564 $107 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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