Altfest L J & CO Inc Schwab Strategic Tr Us Large C Transaction History

Altfest L J & CO Inc

$735 Million
Q3 2025

A detailed history of Altfest L J & CO Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Altfest L J & CO Inc holds 16,341 shares of SCHX stock, worth $433,690. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,341

Previous 16,114 1.41%

Holding current value

$433,690

Previous $393,000 9.41%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$24.46 - $26.5 $5,552 - $6,015	227 Added 1.41%	16,341 $430,000
Q2 2025 Aug 08, 2025	SELL	$19.6 - $24.44 $94,726 - $118,118	-4,833 Reduced 23.07%	16,114 $393,000
Q1 2025 May 09, 2025	BUY	$21.75 - $24.28 $2,349 - $2,622	108 Added 0.52%	20,947 $462,000
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $306,835 - $935,299	13,698 Added 191.82%	20,839 $483,000
Q3 2024 Nov 05, 2024	SELL	$61.11 - $67.85 $1,099 - $1,221	-18 Reduced 0.25%	7,141 $485,000

Q2 2024 Aug 07, 2024	BUY	$58.7 - $64.78 $67,505 - $74,497	1,150 Added 19.14%	7,159 $460,000
Q1 2024 Apr 22, 2024	BUY	$55.41 - $62.08 $99,738 - $111,744	1,800 Added 42.77%	6,009 $373,000
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $204,010 - $238,229	4,209 New	4,209 $237,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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