A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Econ Financial Services Corp holds 17,194 shares of SCHX stock, worth $409,217. This represents 0.66% of its overall portfolio holdings.

Number of Shares
17,194
Previous 22,847 24.74%
Holding current value
$409,217
Previous $1.47 Million 20.52%
% of portfolio
0.66%
Previous 0.92%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$61.11 - $67.85 $345,454 - $383,556
-5,653 Reduced 24.74%
17,194 $1.17 Million
Q2 2024

Aug 12, 2024

SELL
$58.7 - $64.78 $1.26 Million - $1.39 Million
-21,480 Reduced 48.46%
22,847 $1.47 Million
Q1 2024

May 15, 2024

SELL
$55.41 - $62.08 $1.44 Million - $1.61 Million
-25,967 Reduced 36.94%
44,327 $2.75 Million
Q4 2023

Feb 07, 2024

SELL
$48.47 - $56.6 $66,985 - $78,221
-1,382 Reduced 1.93%
70,294 $3.96 Million
Q3 2023

Nov 09, 2023

BUY
$50.36 - $54.21 $3.61 Million - $3.89 Million
71,676 New
71,676 $3.63 Million
Q4 2022

Jan 26, 2023

BUY
$42.25 - $48.16 $15,886 - $18,108
376 Added 1.33%
28,713 $0
Q3 2022

Oct 05, 2022

SELL
$42.35 - $51.01 $1.61 Million - $1.94 Million
-38,002 Reduced 57.28%
28,337 $1.2 Million
Q2 2022

Jul 19, 2022

BUY
$43.35 - $54.51 $2.88 Million - $3.62 Million
66,339 New
66,339 $2.96 Million
Q1 2022

Apr 22, 2022

SELL
$49.51 - $57.27 $4,109 - $4,753
-83 Closed
0 $0
Q4 2021

Jan 26, 2022

SELL
$51.9 - $57.29 $1.99 Million - $2.19 Million
-38,267 Reduced 99.78%
83 $3.11 Million
Q2 2019

Aug 08, 2019

BUY
N/A
2,082 Added 5.74%
38,350 $2.69 Million
Q1 2019

May 08, 2019

BUY
N/A
4,954 Added 15.82%
36,268 $2.45 Million
Q4 2018

Feb 07, 2019

BUY
N/A
31,314 New
31,314 $1.87 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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