A detailed history of Advisors Management Group Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisors Management Group Inc holds 40,823 shares of SCHX stock, worth $936,887. This represents 0.66% of its overall portfolio holdings.

Number of Shares
40,823
Previous 40,309 1.28%
Holding current value
$936,887
Previous $2.5 Million 4.84%
% of portfolio
0.66%
Previous 0.62%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$58.7 - $64.78 $30,171 - $33,296
514 Added 1.28%
40,823 $2.62 Million
Q1 2024

Apr 26, 2024

BUY
$55.41 - $62.08 $39,064 - $43,766
705 Added 1.78%
40,309 $2.5 Million
Q4 2023

Jan 26, 2024

SELL
$48.47 - $56.6 $13,280 - $15,508
-274 Reduced 0.69%
39,604 $2.23 Million
Q3 2023

Oct 17, 2023

BUY
$50.36 - $54.21 $156,921 - $168,918
3,116 Added 8.48%
39,878 $2.02 Million
Q2 2023

Jul 19, 2023

SELL
$47.67 - $52.37 $35,800 - $39,329
-751 Reduced 2.0%
36,762 $1.93 Million
Q1 2023

Apr 26, 2023

BUY
$44.78 - $49.41 $112,666 - $124,315
2,516 Added 7.19%
37,513 $1.82 Million
Q4 2022

Feb 03, 2023

BUY
$42.25 - $48.16 $87,711 - $99,980
2,076 Added 6.31%
34,997 $1.58 Million
Q3 2022

Oct 21, 2022

BUY
$42.35 - $51.01 $112,905 - $135,992
2,666 Added 8.81%
32,921 $1.39 Million
Q2 2022

Aug 03, 2022

BUY
$43.35 - $54.51 $43,870 - $55,164
1,012 Added 3.46%
30,255 $1.35 Million
Q1 2022

Apr 20, 2022

BUY
$49.51 - $57.27 $881,921 - $1.02 Million
17,813 Added 155.84%
29,243 $1.58 Million
Q4 2021

Jan 31, 2022

SELL
$51.9 - $57.29 $8,667 - $9,567
-167 Reduced 1.44%
11,430 $1.3 Million
Q3 2021

Oct 28, 2021

SELL
$51.52 - $54.94 $9,943 - $10,603
-193 Reduced 1.64%
11,597 $1.21 Million
Q2 2021

Jul 21, 2021

BUY
$48.62 - $52.01 $67,338 - $72,033
1,385 Added 13.31%
11,790 $1.23 Million
Q1 2021

Apr 14, 2021

BUY
$44.9 - $48.34 $467,184 - $502,977
10,405 New
10,405 $999,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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