Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History

Sunbelt Securities, Inc.

$836 Million
Q1 2024

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 1,534 shares of SCHX stock, worth $99,541. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,534

Previous 3,090 50.36%

Holding current value

$99,541

Previous $174,000 45.4%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-2,250 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	N/A	2,250 New	2,250 $205,000
Q2 2020 Aug 14, 2020	SELL	N/A	-247,348 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	241,784 Added 4345.51%	247,348 $18 Million
Q4 2019 Feb 14, 2020	BUY	N/A	5,564 New	5,564 $107 Million

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

427M

Call Options Held

40.4K

Put Options Held

1.4K

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About SCHWAB STRATEGIC TR US LARGE-C

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Sunbelt Securities, Inc. Schwab Strategic Tr Us Large C Transaction History