Northern Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Northern Financial Advisors Inc

  • $125 Billion
  • Q4 2024

A detailed history of Northern Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northern Financial Advisors Inc holds 13,281 shares of SCHX stock, worth $312,236. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,281
Previous 5,299 150.63%
Holding current value
$312,236
Previous $360 Million 14.37%
% of portfolio
0.25%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $178,796 - $545,010
7,982 Added 150.63%
13,281 $308 Million
Q3 2024

Oct 29, 2024
BUY
$61.11 - $67.85 $6,477 - $7,192
106 Added 2.04%
5,299 $360 Million
Q2 2024

Aug 02, 2024
SELL
$58.7 - $64.78 $66,213 - $73,071
-1,128 Reduced 17.85%
5,193 $334 Million
Q1 2024

Apr 29, 2024
SELL
$55.41 - $62.08 $127,941 - $143,342
-2,309 Reduced 26.76%
6,321 $392 Million
Q4 2023

Feb 06, 2024
BUY
$48.47 - $56.6 $418,296 - $488,458
8,630 New
8,630 $487 Million

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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