A detailed history of Briaud Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 903 shares of SCHX stock, worth $21,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares
903
Previous 301 200.0%
Holding current value
$21,852
Previous $20,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 07, 2025

BUY
$22.4 - $68.28 $13,484 - $41,104
602 Added 200.0%
903 $20,000
Q1 2024

May 03, 2024

BUY
$55.41 - $62.08 $16,678 - $18,686
301 New
301 $19,000
Q3 2023

Nov 03, 2023

BUY
$50.36 - $54.21 $15,158 - $16,317
301 New
301 $15,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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