Tfc Financial Management Schwab Strategic Tr Us Large C Transaction History

Tfc Financial Management

$631 Million
Q4 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 2,483 shares of SCHX stock, worth $58,971. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,483

Previous 826 200.61%

Holding current value

$58,971

Previous $56,000 1.79%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $37,116 - $113,139	1,657 Added 200.61%	2,483 $57,000
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

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Tfc Financial Management Schwab Strategic Tr Us Large C Transaction History