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

United Asset Strategies, Inc.

$1.08 Billion
Q4 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 11,592 shares of SCHX stock, worth $252,241. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,592

Previous 4,313 168.77%

Holding current value

$252,241

Previous $292,000 8.22%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $163,049 - $497,010	7,279 Added 168.77%	11,592 $268,000
Q3 2024 Oct 28, 2024	BUY	$61.11 - $67.85 $17,783 - $19,744	291 Added 7.24%	4,313 $292,000
Q2 2024 Aug 01, 2024	BUY	$58.7 - $64.78 $39,035 - $43,078	665 Added 19.81%	4,022 $258,000
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	$34.42 - $38.54 $623,174 - $697,766	-18,105 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$35.28 - $36.01 $16,758 - $17,104	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

1,480

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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