Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Vishria Bird Financial Group, LLC

$264 Million
Q3 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 14,445 shares of SCHX stock, worth $337,868. This represents 0.37% of its overall portfolio holdings.

Number of Shares

14,445

Previous 5,877 145.79%

Holding current value

$337,868

Previous $378,000 159.26%

% of portfolio

0.37%

Previous 0.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$61.11 - $67.85 $523,590 - $581,338	8,568 Added 145.79%	14,445 $980,000
Q1 2024 Apr 22, 2024	SELL	$55.41 - $62.08 $664 - $744	-12 Reduced 0.2%	5,877 $365,000
Q4 2023 Jan 25, 2024	SELL	$48.47 - $56.6 $727 - $849	-15 Reduced 0.25%	5,889 $332,000
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $3,071 - $3,306	-61 Reduced 1.02%	5,904 $299,000
Q1 2023 Apr 17, 2023	SELL	$44.78 - $49.41 $7.47 Million - $8.24 Million	-166,706 Reduced 96.55%	5,965 $289,000
Q4 2022 Feb 01, 2023	SELL	$42.25 - $48.16 $56,868 - $64,823	-1,346 Reduced 0.77%	172,671 $7.8 Million
Q3 2022 Oct 27, 2022	SELL	$42.35 - $51.01 $51,370 - $61,875	-1,213 Reduced 0.69%	174,017 $7.37 Million
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $103,346 - $129,951	-2,384 Reduced 1.34%	175,230 $7.83 Million
Q1 2022 May 03, 2022	BUY	$49.51 - $57.27 $8.65 Million - $10 Million	174,756 Added 6114.63%	177,614 $9.57 Million
Q4 2021 Jan 27, 2022	SELL	$51.9 - $57.29 $14,635 - $16,155	-282 Reduced 8.98%	2,858 $325,000
Q3 2021 Oct 15, 2021	BUY	$51.52 - $54.94 $6,130 - $6,537	119 Added 3.94%	3,140 $327,000
Q2 2021 Aug 02, 2021	BUY	$48.62 - $52.01 $8,702 - $9,309	179 Added 6.3%	3,021 $314,000
Q1 2021 Apr 27, 2021	SELL	$44.9 - $48.34 $18,229 - $19,626	-406 Reduced 12.5%	2,842 $273,000
Q4 2020 Jan 26, 2021	SELL	$39.35 - $45.48 $6,492 - $7,504	-165 Reduced 4.83%	3,248 $295,000
Q3 2020 Nov 02, 2020	SELL	$37.26 - $43.03 $2,049 - $2,366	-55 Reduced 1.59%	3,413 $275,000
Q2 2020 Jul 20, 2020	SELL	$29.25 - $38.76 $3.47 Million - $4.59 Million	-118,462 Reduced 97.16%	3,468 $257,000
Q1 2020 Apr 13, 2020	BUY	$26.61 - $40.52 $1.82 Million - $2.77 Million	68,239 Added 127.1%	121,930 $7.47 Million
Q4 2019 Jan 09, 2020	BUY	$34.42 - $38.54 $649,574 - $727,326	18,872 Added 54.2%	53,691 $4.12 Million
Q3 2019 Oct 15, 2019	BUY	$35.28 - $36.01 $130,571 - $133,273	3,701 Added 11.89%	34,819 $2.47 Million
Q2 2019 Jul 15, 2019	BUY	N/A	1,116 Added 3.72%	31,118 $2.18 Million
Q1 2019 Apr 05, 2019	BUY	N/A	2,245 Added 8.09%	30,002 $2.03 Million
Q4 2018 Jan 17, 2019	BUY	N/A	3,997 Added 16.82%	27,757 $1.66 Million
Q3 2018 Oct 30, 2018	BUY	N/A	586 Added 2.53%	23,760 $1.65 Million
Q2 2018 Aug 06, 2018	BUY	N/A	23,174 New	23,174 $1.51 Million

Others Institutions Holding SCHX

# of Institutions

1,335

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History