Tobias Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 16,881 shares of SCHX stock, worth $426,076. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,881

Previous 11,896 41.9%

Holding current value

$426,076

Previous $275,000 35.27%

% of portfolio

0.07%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $108,423 - $121,035	4,985 Added 41.9%	16,881 $372,000
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $178,752 - $544,874	7,980 Added 203.78%	11,896 $275,000
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $6,844 - $7,599	-112 Reduced 2.78%	3,916 $265,000
Q1 2024 May 02, 2024	SELL	$55.41 - $62.08 $2,659 - $2,979	-48 Reduced 1.18%	4,028 $249,000
Q2 2023 Aug 03, 2023	BUY	$47.67 - $52.37 $194,302 - $213,460	4,076 New	4,076 $213,000

Others Institutions Holding SCHX

# of Institutions

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History