A detailed history of Total Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Total Investment Management Inc holds 4,494 shares of SCHX stock, worth $104,260. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,494
Holding current value
$104,260
% of portfolio
0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$61.11 - $67.85 $274,628 - $304,917
4,494 New
4,494 $304,000
Q2 2021

Aug 06, 2021

SELL
$48.62 - $52.01 $1.17 Million - $1.26 Million
-24,155 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$44.9 - $48.34 $1.08 Million - $1.17 Million
24,155 New
24,155 $1.48 Million
Q2 2020

Jul 29, 2020

SELL
$29.25 - $38.76 $706,533 - $936,247
-24,155 Closed
0 $0
Q1 2020

Apr 23, 2020

SELL
$26.61 - $40.52 $47,392 - $72,166
-1,781 Reduced 6.87%
24,155 $1.48 Million
Q4 2019

Feb 11, 2020

SELL
$34.42 - $38.54 $25.5 Million - $28.6 Million
-741,094 Reduced 96.62%
25,936 $1.99 Million
Q3 2019

Oct 28, 2019

BUY
$35.28 - $36.01 $16.2 Million - $16.5 Million
459,258 Added 149.22%
767,030 $54.4 Million
Q2 2019

Aug 07, 2019

BUY
N/A
11,844 Added 4.0%
307,772 $21.2 Million
Q1 2019

May 16, 2019

SELL
N/A
-2,134 Reduced 0.72%
295,928 $19.9 Million
Q4 2018

Feb 08, 2019

BUY
N/A
1,995 Added 0.67%
298,062 $19.4 Million
Q3 2018

Nov 14, 2018

BUY
N/A
8,074 Added 2.8%
296,067 $20.6 Million
Q2 2018

Jul 16, 2018

BUY
N/A
1,266 Added 0.44%
287,993 $18.7 Million
Q1 2018

May 10, 2018

BUY
N/A
2,303 Added 0.81%
286,727 $18.1 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-12,623 Reduced 4.25%
284,424 $18.1 Million
Q3 2017

Oct 30, 2017

BUY
N/A
297,047
297,047 $17.8 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Total Investment Management Inc Portfolio

Follow Total Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Total Investment Management Inc with notifications on news.