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 $341,624. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,445
Previous 5,877 145.79%
Holding current value
$341,624
Previous $378,000 159.26%
% of portfolio
0.37%
Previous 0.16%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


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  • Sector ETFs
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