A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Petra Financial Advisors Inc holds 20,725 shares of SCHX stock, worth $487,866. This represents 0.93% of its overall portfolio holdings.

Number of Shares
20,725
Previous 20,981 1.22%
Holding current value
$487,866
Previous $1.35 Billion 4.31%
% of portfolio
0.93%
Previous 0.97%

Shares

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

Oct 28, 2024

SELL
$61.11 - $67.85 $15,644 - $17,369
-256 Reduced 1.22%
20,725 $1.41 Billion
Q2 2024

Jul 18, 2024

SELL
$58.7 - $64.78 $499,889 - $551,666
-8,516 Reduced 28.87%
20,981 $1.35 Billion
Q4 2023

Jan 29, 2024

BUY
$48.47 - $56.6 $2,665 - $3,113
55 Added 0.19%
29,497 $1.66 Billion
Q3 2023

Nov 01, 2023

BUY
$50.36 - $54.21 $1.23 Million - $1.32 Million
24,431 Added 487.55%
29,442 $1.49 Billion
Q2 2023

Jul 26, 2023

SELL
$47.67 - $52.37 $1.34 Million - $1.47 Million
-28,122 Reduced 84.88%
5,011 $262 Million
Q1 2023

Apr 20, 2023

SELL
$44.78 - $49.41 $283,994 - $313,358
-6,342 Reduced 16.07%
33,133 $1.6 Billion
Q4 2022

Apr 10, 2023

BUY
$42.25 - $48.16 $1.67 Million - $1.9 Million
39,475 New
39,475 $1.78 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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