Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 135,411 shares of SCHX stock, worth $3.23 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
135,411
Previous 46,353 192.13%
Holding current value
$3.23 Million
Previous $3.15 Billion 0.2%
% of portfolio
0.19%
Previous 4.56%

Shares

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

Jan 28, 2025
BUY
$22.4 - $68.28 $1.99 Million - $6.08 Million
89,058 Added 192.13%
135,411 $3.14 Billion
Q3 2024

Oct 17, 2024
BUY
$61.11 - $67.85 $314,960 - $349,698
5,154 Added 12.51%
46,353 $3.15 Billion
Q2 2024

Jul 22, 2024
BUY
$58.7 - $64.78 $2.42 Million - $2.67 Million
41,199 New
41,199 $2.65 Billion

Others Institutions Holding SCHX

# of Institutions
1,379
Shares Held
472M
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
Track This Portfolio

Track Elser Financial Planning, Inc Portfolio

Follow Elser Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elser Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elser Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email