Xml Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Xml Financial, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Xml Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Xml Financial, LLC holds 34,357 shares of SCHX stock, worth $800,518. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,357
Previous 34,224 0.39%
Holding current value
$800,518
Previous $793,000 4.41%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $2,892 - $3,229
133 Added 0.39%
34,357 $758,000
Q4 2024

Jan 17, 2025
BUY
$22.4 - $68.28 $511,391 - $1.56 Million
22,830 Added 200.37%
34,224 $793,000
Q3 2024

Nov 01, 2024
BUY
$61.11 - $67.85 $1,588 - $1,764
26 Added 0.23%
11,394 $773,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $629,900 - $705,725
11,368 New
11,368 $705,000

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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