Values Added Financial LLC Schwab Strategic Tr Us Large C Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Values Added Financial LLC holds 39,865 shares of SCHX stock, worth $2.6 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
39,865
Previous 40,564 1.72%
Holding current value
$2.6 Million
Previous $2.29 Billion 8.14%
% of portfolio
1.93%
Previous 1.87%

Shares

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

Apr 25, 2024
SELL
$55.41 - $62.08 $38,731 - $43,393
-699 Reduced 1.72%
39,865 $2.47 Billion
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $192,522 - $224,815
-3,972 Reduced 8.92%
40,564 $2.29 Billion
Q3 2023

Oct 19, 2023
BUY
$50.36 - $54.21 $70,755 - $76,165
1,405 Added 3.26%
44,536 $2.25 Billion
Q2 2023

Jul 24, 2023
BUY
$47.67 - $52.37 $2.06 Million - $2.26 Million
43,131 New
43,131 $2.26 Billion

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

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