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

Sunbelt Securities, Inc.

  • $1.03 Billion
  • Q4 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 3,071 shares of SCHX stock, worth $70,786. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,071
Previous 1,512 103.11%
Holding current value
$70,786
Previous $102,000 30.39%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$22.4 - $68.28 $34,921 - $106,448
1,559 Added 103.11%
3,071 $71,000
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

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email