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

Williams & Novak, LLC

  • $104 Billion
  • Q4 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 24,270 shares of SCHX stock, worth $579,324. This represents 0.54% of its overall portfolio holdings.

Number of Shares
24,270
Previous 8,090 200.0%
Holding current value
$579,324
Previous $549 Million 2.49%
% of portfolio
0.54%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $362,432 - $1.1 Million
16,180 Added 200.0%
24,270 $563 Million
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
1,380
Shares Held
496M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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