Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Large C Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 9,835 shares of SCHX stock, worth $237,908. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,835

Previous 9,885 0.51%

Holding current value

$237,908

Previous $635,000 5.04%

% of portfolio

0.09%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $3,055 - $3,392	-50 Reduced 0.51%	9,835 $667,000
Q2 2024 Aug 05, 2024	SELL	$58.7 - $64.78 $44,494 - $49,103	-758 Reduced 7.12%	9,885 $635,000
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $1,662 - $1,862	30 Added 0.28%	10,643 $660,000
Q4 2023 Feb 08, 2024	SELL	$48.47 - $56.6 $17,400 - $20,319	-359 Reduced 3.27%	10,613 $598,000
Q3 2023 Feb 08, 2024	SELL	$50.36 - $54.21 $19,690 - $21,196	-391 Reduced 3.44%	10,972 $555,000
Q2 2023 Aug 10, 2023	BUY	$47.67 - $52.37 $84,375 - $92,694	1,770 Added 18.45%	11,363 $595,000
Q1 2023 May 02, 2023	SELL	$44.78 - $49.41 $7,791 - $8,597	-174 Reduced 1.78%	9,593 $464,000
Q4 2022 Feb 07, 2023	SELL	$42.25 - $48.16 $10,478 - $11,943	-248 Reduced 2.48%	9,767 $440,000
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $27,400 - $33,003	647 Added 6.91%	10,015 $450,000
Q1 2022 Apr 19, 2022	BUY	$49.51 - $57.27 $239,034 - $276,499	4,828 Added 106.34%	9,368 $504,000
Q4 2021 Jan 11, 2022	SELL	$51.9 - $57.29 $2,335 - $2,578	-45 Reduced 0.98%	4,540 $517,000
Q3 2021 Oct 12, 2021	SELL	$51.52 - $54.94 $2,112 - $2,252	-41 Reduced 0.89%	4,585 $477,000
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $23,969 - $25,640	-493 Reduced 9.63%	4,626 $481,000
Q4 2020 Feb 02, 2021	SELL	$39.35 - $45.48 $22,626 - $26,151	-575 Reduced 10.1%	5,119 $466,000
Q2 2020 Jul 14, 2020	BUY	$29.25 - $38.76 $1,199 - $1,589	41 Added 0.73%	5,694 $422,000
Q1 2019 May 02, 2019	SELL	N/A	-356 Reduced 5.92%	5,653 $382,000
Q4 2018 Jan 28, 2019	SELL	N/A	-65 Reduced 1.07%	6,009 $359,000
Q3 2018 Nov 01, 2018	BUY	N/A	869 Added 16.7%	6,074 $407,000
Q2 2018 Jul 18, 2018	BUY	N/A	446 Added 9.37%	5,205 $338,000
Q4 2017 Feb 06, 2018	BUY	N/A	4,759	4,759 $304,000

Others Institutions Holding SCHX

# of Institutions

1,361

Shares Held

430M

Call Options Held

34.3K

Put Options Held

1.2K

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 Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Account

Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Large C Transaction History