Valtinson Bruner Financial Planning LLC Schwab Strategic Tr Us Large C Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 25,635 shares of SCHX stock, worth $602,678. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,635
Previous 8,545 200.0%
Holding current value
$602,678
Previous $579,000 2.59%
% of portfolio
0.25%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $382,816 - $1.17 Million
17,090 Added 200.0%
25,635 $594,000
Q3 2024

Nov 05, 2024
BUY
$61.11 - $67.85 $522,184 - $579,778
8,545 New
8,545 $579,000

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
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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