Traphagen Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Traphagen Investment Advisors LLC

  • $868 Million
  • Q3 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 36,554 shares of SCHX stock, worth $870,350. This represents 0.29% of its overall portfolio holdings.

Number of Shares
36,554
Previous 36,323 0.64%
Holding current value
$870,350
Previous $2.33 Million 6.3%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Oct 21, 2024
BUY
$61.11 - $67.85 $14,116 - $15,673
231 Added 0.64%
36,554 $2.48 Million
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $2.01 Million - $2.25 Million
36,323 New
36,323 $2.25 Billion
Q4 2023

Jun 17, 2024
BUY
$48.47 - $56.6 $42,508 - $49,638
877 Added 2.41%
37,200 $2.1 Billion
Q3 2023

Jun 17, 2024
SELL
$50.36 - $54.21 $13,647 - $14,690
-271 Reduced 0.75%
36,052 $1.82 Billion
Q2 2023

Jun 17, 2024
SELL
$47.67 - $52.37 $19,449 - $21,366
-408 Reduced 1.12%
35,915 $1.88 Billion

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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