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 3,916 shares of SCHX stock, worth $91,634. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,916
Previous 4,028 2.78%
Holding current value
$91,634
Previous $258,000 2.71%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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