Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 30,193 shares of SCHX stock, worth $706,516. This represents 0.17% of its overall portfolio holdings.

Number of Shares
30,193
Previous 28,718 5.14%
Holding current value
$706,516
Previous $1.85 Million 11.0%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 22, 2024
BUY
$61.11 - $67.85 $90,137 - $100,078
1,475 Added 5.14%
30,193 $2.05 Million
Q2 2024

Aug 01, 2024
BUY
$58.7 - $64.78 $24,301 - $26,818
414 Added 1.46%
28,718 $1.85 Million
Q1 2024

Aug 14, 2024
SELL
$55.41 - $62.08 $22,939 - $25,701
-414 Reduced 1.44%
28,304 $1.76 Million
Q1 2024

Apr 26, 2024
BUY
$55.41 - $62.08 $10,915 - $12,229
197 Added 0.7%
28,304 $1.76 Million
Q4 2023

Jan 29, 2024
SELL
$48.47 - $56.6 $29,615 - $34,582
-611 Reduced 2.13%
28,107 $1.59 Million
Q3 2023

Oct 23, 2023
BUY
$50.36 - $54.21 $113,561 - $122,243
2,255 Added 8.52%
28,718 $1.45 Million
Q2 2023

Aug 10, 2023
SELL
$47.67 - $52.37 $33,798 - $37,130
-709 Reduced 2.61%
26,463 $1.39 Million
Q1 2023

May 08, 2023
SELL
$44.78 - $49.41 $102,635 - $113,247
-2,292 Reduced 7.78%
27,172 $1.31 Million
Q4 2022

Jan 12, 2023
BUY
$42.25 - $48.16 $342,858 - $390,818
8,115 Added 38.01%
29,464 $0
Q3 2022

Nov 03, 2022
BUY
$42.35 - $51.01 $98,590 - $118,751
2,328 Added 12.24%
21,349 $904,000
Q2 2022

Jul 14, 2022
SELL
$43.35 - $54.51 $433 - $545
-10 Reduced 0.05%
19,021 $849,000
Q1 2022

Apr 14, 2022
BUY
$49.51 - $57.27 $452,966 - $523,963
9,149 Added 92.58%
19,031 $1.03 Million
Q4 2021

Jan 18, 2022
SELL
$51.9 - $57.29 $3,010 - $3,322
-58 Reduced 0.58%
9,882 $1.13 Million
Q3 2021

Oct 28, 2021
BUY
$51.52 - $54.94 $25,141 - $26,810
488 Added 5.16%
9,940 $1.03 Million
Q2 2021

Jul 15, 2021
BUY
$48.62 - $52.01 $15,655 - $16,747
322 Added 3.53%
9,452 $983,000
Q1 2021

Apr 22, 2021
BUY
$44.9 - $48.34 $10,012 - $10,779
223 Added 2.5%
9,130 $926,000
Q4 2020

Jan 21, 2021
BUY
$39.35 - $45.48 $1,692 - $1,955
43 Added 0.49%
8,907 $810,000
Q3 2020

Nov 02, 2020
BUY
$37.26 - $43.03 $330,272 - $381,417
8,864 New
8,864 $715,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
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
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