United Asset Strategies, Inc. Schwab Strategic Tr Us Large C Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, United Asset Strategies, Inc. holds 3,357 shares of SCHX stock, worth $219,816. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,357
Previous 4,525 25.81%
Holding current value
$219,816
Previous $255,000 18.43%
% of portfolio
0.02%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$55.41 - $62.08 $64,718 - $72,509
-1,168 Reduced 25.81%
3,357 $208,000
Q4 2023

Jan 30, 2024
BUY
$48.47 - $56.6 $11,148 - $13,018
230 Added 5.36%
4,525 $255,000
Q3 2023

Nov 07, 2023
BUY
$50.36 - $54.21 $6,798 - $7,318
135 Added 3.25%
4,295 $217,000
Q2 2023

Jul 25, 2023
BUY
$47.67 - $52.37 $198,307 - $217,859
4,160 New
4,160 $217,000
Q4 2019

Feb 12, 2020
SELL
N/A
-18,105 Closed
0 $0
Q3 2019

Nov 01, 2019
BUY
N/A
475 Added 2.69%
18,105 $1.28 Million
Q2 2019

Jul 31, 2019
BUY
N/A
6,917 Added 64.57%
17,630 $1.24 Million
Q1 2019

May 02, 2019
SELL
N/A
-9,793 Reduced 47.76%
10,713 $724,000
Q4 2018

Feb 11, 2019
BUY
N/A
17,501 Added 582.4%
20,506 $1.22 Million
Q3 2018

Nov 07, 2018
BUY
N/A
3,005 New
3,005 $209,000
Q2 2018

Aug 07, 2018
SELL
N/A
-18,407 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
1,096 Added 6.33%
18,407 $1.16 Million
Q4 2017

Feb 09, 2018
BUY
N/A
9,204 Added 113.53%
17,311 $1.1 Million
Q3 2017

Nov 02, 2017
BUY
N/A
8,107
8,107 $487,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
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
  • Industry ETFs
More about SCHX
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