United Advisor Group, LLC Schwab Strategic Tr Us Large C Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Advisor Group, LLC holds 63,884 shares of SCHX stock, worth $1.49 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
63,884
Previous 101,395 36.99%
Holding current value
$1.49 Million
Previous $6.51 Million 33.47%
% of portfolio
1.03%
Previous 2.14%

Shares

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

Oct 30, 2024
SELL
$61.11 - $67.85 $2.29 Million - $2.55 Million
-37,511 Reduced 36.99%
63,884 $4.33 Million
Q2 2024

Aug 08, 2024
SELL
$58.7 - $64.78 $517,499 - $571,100
-8,816 Reduced 8.0%
101,395 $6.51 Million
Q1 2024

May 14, 2024
SELL
$55.41 - $62.08 $2.88 Million - $3.23 Million
-51,963 Reduced 32.04%
110,211 $6.84 Million
Q4 2023

Feb 15, 2024
BUY
$48.47 - $56.6 $7.86 Million - $9.18 Million
162,174 New
162,174 $9.15 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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