Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History

Strategic Investment Solutions, Inc. /Il

$299 Billion
Q4 2024

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 2,975 shares of SCHX stock, worth $66,669. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,975

Previous 1,010 194.55%

Holding current value

$66,669

Previous $68.5 Million 0.7%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $44,016 - $134,170	1,965 Added 194.55%	2,975 $69 Million
Q3 2024 Oct 23, 2024	BUY	$61.11 - $67.85 $19,188 - $21,304	314 Added 45.11%	1,010 $68.5 Million
Q2 2024 Aug 29, 2024	SELL	$58.7 - $64.78 $16,025 - $17,684	-273 Reduced 28.17%	696 $69.7 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $3.89 Million - $4.54 Million	-80,179 Reduced 98.81%	969 $54.7 Million
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $4.02 Million - $4.33 Million	79,861 Added 6205.21%	81,148 $4.27 Billion
Q2 2023 Aug 15, 2023	SELL	$47.67 - $52.37 $3,861 - $4,241	-81 Reduced 5.92%	1,287 $64.1 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $61,259 - $67,592	1,368 New	1,368 $66.2 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Solutions, Inc. /Il, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Solutions, Inc. /Il with notifications on news.

Account

Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Large C Transaction History