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

Williams & Novak, LLC

  • $107 Billion
  • Q3 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 8,090 shares of SCHX stock, worth $187,283. This represents 0.51% of its overall portfolio holdings.

Number of Shares
8,090
Previous 8,181 1.11%
Holding current value
$187,283
Previous $526 Million 4.43%
% of portfolio
0.51%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$61.11 - $67.85 $5,561 - $6,174
-91 Reduced 1.11%
8,090 $549 Million
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
1,354
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email