Uma Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,162 shares of SCHX stock, worth $270,072. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,162
Previous 10,748 61.28%
Holding current value
$270,072
Previous $667,000 59.97%
% of portfolio
0.05%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$58.7 - $64.78 $386,598 - $426,641
-6,586 Reduced 61.28%
4,162 $267,000
Q1 2024

Apr 17, 2024
SELL
$55.41 - $62.08 $39,895 - $44,697
-720 Reduced 6.28%
10,748 $667,000
Q4 2023

Jan 23, 2024
BUY
$48.47 - $56.6 $1,454 - $1,698
30 Added 0.26%
11,468 $646,000
Q2 2023

Jul 05, 2023
BUY
$47.67 - $52.37 $1,477 - $1,623
31 Added 0.27%
11,438 $599,000
Q1 2023

Apr 20, 2023
BUY
$44.78 - $49.41 $895 - $988
20 Added 0.18%
11,407 $551,000
Q4 2022

Jan 25, 2023
SELL
$44.01 - $48.16 $1,364 - $1,492
-31 Reduced 0.27%
11,387 $0
Q3 2022

Oct 06, 2022
BUY
N/A
171 Added 1.52%
11,418 $511,000
Q2 2022

Aug 02, 2022
BUY
N/A
145 Added 1.31%
11,247 $547,000
Q1 2022

May 05, 2022
BUY
N/A
5,295 Added 91.18%
11,102 $566,000
Q4 2021

Jan 11, 2022
SELL
N/A
-62 Reduced 1.06%
5,807 $647,000
Q3 2021

Oct 19, 2021
SELL
N/A
-374 Reduced 5.99%
5,869 $635,000
Q2 2021

Jul 23, 2021
SELL
N/A
-6,088 Reduced 49.37%
6,243 $660,000
Q1 2021

Apr 06, 2021
SELL
N/A
-4,136 Reduced 25.12%
12,331 $1.22 Million
Q4 2020

Feb 19, 2021
SELL
N/A
-450 Reduced 2.66%
16,467 $1.57 Million
Q3 2020

Nov 04, 2020
SELL
N/A
-57 Reduced 0.34%
16,917 $1.35 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-188 Reduced 1.1%
16,974 $1.37 Million
Q1 2020

Apr 23, 2020
SELL
N/A
-8,955 Reduced 34.29%
17,162 $1.14 Million
Q4 2019

Jan 14, 2020
BUY
N/A
14 Added 0.05%
26,117 $2.05 Million
Q3 2019

Nov 26, 2019
BUY
N/A
26,103 New
26,103 $1.96 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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