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

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024

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 34,224 shares of SCHX stock, worth $751,559. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,224
Previous 11,394 200.37%
Holding current value
$751,559
Previous $773,000 2.59%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,478
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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