American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History

American Investment Services, Inc.

$559 Million
Q4 2024

A detailed history of American Investment Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Investment Services, Inc. holds 30,001 shares of SCHX stock, worth $705,323. This represents 0.12% of its overall portfolio holdings.

Number of Shares

30,001

Previous 30,001 -0.0%

Holding current value

$705,323

Previous $2.04 Million 65.85%

% of portfolio

0.12%

Previous 0.35%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $4,461 - $4,953	-73 Reduced 0.24%	30,001 $2.04 Million
Q2 2024 Aug 14, 2024	SELL	$58.7 - $64.78 $10,918 - $12,049	-186 Reduced 0.61%	30,074 $1.93 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $12,394 - $13,616	-260 Reduced 0.85%	30,260 $1.58 Million
Q4 2022 Feb 03, 2023	SELL	$42.25 - $48.16 $66,079 - $75,322	-1,564 Reduced 4.87%	30,520 $1.38 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $776,415 - $898,108	15,682 Added 95.61%	32,084 $1.73 Million
Q3 2021 Nov 09, 2021	SELL	$51.52 - $54.94 $41,267 - $44,006	-801 Reduced 4.66%	16,402 $1.71 Million
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $6,806 - $7,281	-140 Reduced 0.81%	17,203 $1.79 Million
Q1 2021 May 10, 2021	BUY	$44.9 - $48.34 $1,347 - $1,450	30 Added 0.17%	17,343 $1.67 Million
Q4 2020 Feb 05, 2021	SELL	$39.35 - $45.48 $983 - $1,137	-25 Reduced 0.14%	17,313 $1.58 Million
Q2 2020 Aug 03, 2020	SELL	$29.25 - $38.76 $48,174 - $63,837	-1,647 Reduced 8.68%	17,338 $1.29 Million
Q1 2020 Apr 28, 2020	BUY	$26.61 - $40.52 $104,630 - $159,324	3,932 Added 26.12%	18,985 $1.16 Million
Q4 2019 Jan 29, 2020	SELL	$34.42 - $38.54 $2,925 - $3,275	-85 Reduced 0.56%	15,053 $1.16 Million
Q2 2019 Aug 06, 2019	BUY	N/A	343 Added 2.32%	15,138 $1.06 Million
Q1 2019 May 06, 2019	BUY	N/A	285 Added 1.96%	14,795 $1 Million
Q4 2018 Jan 18, 2019	BUY	N/A	10,715 Added 282.35%	14,510 $866,000
Q2 2018 Aug 03, 2018	BUY	N/A	3,795 New	3,795 $247,000

Others Institutions Holding SCHX

# of Institutions

1,469

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of American Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on American Investment Services, Inc. with notifications on news.

Account

American Investment Services, Inc. Schwab Strategic Tr Us Large C Transaction History