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

Tobias Financial Advisors, Inc.

$483 Million
Q4 2024

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 11,896 shares of SCHX stock, worth $282,530. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,896

Previous 3,916 203.78%

Holding current value

$282,530

Previous $265,000 3.77%

% of portfolio

0.06%

Previous 0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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