Zacks Investment Management Schwab Strategic Tr Us Large C Transaction History

Zacks Investment Management

$11.4 Billion
Q3 2024

A detailed history of Zacks Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zacks Investment Management holds 51,256 shares of SCHX stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

51,256

Previous 42,746 19.91%

Holding current value

$1.23 Million

Previous $2.75 Million 26.62%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $520,046 - $577,403	8,510 Added 19.91%	51,256 $3.48 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $216,016 - $238,390	3,680 Added 9.42%	42,746 $2.75 Million
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $23,217 - $27,111	-479 Reduced 1.21%	39,066 $2.2 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $414,462 - $446,148	-8,230 Reduced 17.23%	39,545 $2 Million
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $400,428 - $439,908	-8,400 Reduced 14.95%	47,775 $2.5 Million
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $11,374 - $12,550	-254 Reduced 0.45%	56,175 $2.72 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $21,970 - $25,043	-520 Reduced 0.91%	56,429 $2.55 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $115,276 - $138,849	2,722 Added 5.02%	56,949 $2.41 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $1.08 Million - $1.36 Million	24,881 Added 84.78%	54,227 $2.42 Million
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $794,883 - $919,469	16,055 Added 120.8%	29,346 $1.58 Million
Q4 2021 Feb 15, 2022	BUY	$51.9 - $57.29 $49,356 - $54,482	951 Added 7.71%	13,291 $1.51 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $46,785 - $50,370	-1,042 Reduced 7.79%	12,340 $1.19 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $297,682 - $344,056	7,565 Added 130.05%	13,382 $1.22 Million
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $170,147 - $225,466	5,817 New	5,817 $431,000
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $172,885 - $263,258	-6,497 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $223,626 - $250,394	6,497 New	6,497 $499,000

Others Institutions Holding SCHX

# of Institutions

1,393

Shares Held

722M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Zacks Investment Management Schwab Strategic Tr Us Large C Transaction History