Williams & Novak, LLC Schwab Strategic Tr Us Large C Transaction History

Williams & Novak, LLC

  • $107 Billion
  • Q2 2024

A detailed history of Williams & Novak, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Williams & Novak, LLC holds 8,181 shares of SCHX stock, worth $527,020. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,181
Previous 8,114 0.83%
Holding current value
$527,020
Previous $458 Million 14.86%
% of portfolio
0.49%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $3,932 - $4,340
67 Added 0.83%
8,181 $526 Million
Q4 2023

Jan 25, 2024
BUY
$48.47 - $56.6 $393,285 - $459,252
8,114 New
8,114 $458 Million

Others Institutions Holding SCHX

# of Institutions
1,270
Shares Held
428M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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More about SCHX
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