Zimmermann Investment Management & Planning LLC Schwab Strategic Tr Us Large C Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 32,995 shares of SCHX stock, worth $772,083. This represents 0.78% of its overall portfolio holdings.

Number of Shares
32,995
Previous 33,156 0.49%
Holding current value
$772,083
Previous $2.13 Million 5.07%
% of portfolio
0.78%
Previous 0.76%

Shares

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

Oct 24, 2024
SELL
$61.11 - $67.85 $9,838 - $10,923
-161 Reduced 0.49%
32,995 $2.24 Million
Q2 2024

Jul 26, 2024
SELL
$58.7 - $64.78 $169,643 - $187,214
-2,890 Reduced 8.02%
33,156 $2.13 Million
Q1 2024

Apr 22, 2024
SELL
$55.41 - $62.08 $131,044 - $146,819
-2,365 Reduced 6.16%
36,046 $2.24 Million
Q4 2023

Jan 22, 2024
SELL
$48.47 - $56.6 $23,023 - $26,885
-475 Reduced 1.22%
38,411 $2.17 Million
Q3 2023

Oct 31, 2023
SELL
$50.36 - $54.21 $83,647 - $90,042
-1,661 Reduced 4.1%
38,886 $1.97 Million
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $910,544 - $1 Million
19,101 Added 89.07%
40,547 $2.12 Million
Q1 2023

Apr 25, 2023
BUY
$44.78 - $49.41 $62,915 - $69,421
1,405 Added 7.01%
21,446 $1.04 Million
Q4 2022

Jan 20, 2023
SELL
$42.25 - $48.16 $441,597 - $503,368
-10,452 Reduced 34.28%
20,041 $0
Q3 2022

Nov 01, 2022
SELL
$42.35 - $51.01 $70,766 - $85,237
-1,671 Reduced 5.2%
30,493 $1.29 Million
Q2 2022

Jul 28, 2022
BUY
$43.35 - $54.51 $1.39 Million - $1.75 Million
32,164 New
32,164 $1.44 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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