Tfc Financial Management Schwab Strategic Tr Us Large C Transaction History

Tfc Financial Management

$629 Million
Q3 2024

A detailed history of Tfc Financial Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tfc Financial Management holds 826 shares of SCHX stock, worth $19,328. This represents 0.01% of its overall portfolio holdings.

Number of Shares

826

Previous 822 0.49%

Holding current value

$19,328

Previous $52,000 7.69%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $244 - $271	4 Added 0.49%	826 $56,000
Q1 2024 Apr 30, 2024	BUY	$55.41 - $62.08 $110 - $124	2 Added 0.24%	822 $51,000
Q4 2023 Jan 25, 2024	BUY	$48.47 - $56.6 $145 - $169	3 Added 0.37%	820 $46,000
Q3 2023 Oct 23, 2023	BUY	$50.36 - $54.21 $100 - $108	2 Added 0.25%	817 $41,000
Q2 2023 Aug 07, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.25%	815 $42,000
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $89 - $98	2 Added 0.25%	813 $39,000
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $8,914 - $10,161	-211 Reduced 20.65%	811 $36,000
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $39,954 - $46,216	807 Added 375.35%	1,022 $55,000
Q4 2020 Feb 10, 2021	SELL	$39.35 - $45.48 $6,886 - $7,958	-175 Reduced 44.87%	215 $20,000
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $14,531 - $16,781	390 New	390 $31,000

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

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 Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Account

Tfc Financial Management Schwab Strategic Tr Us Large C Transaction History