Elser Financial Planning, Inc Schwab Strategic Tr Us Large C Transaction History

Elser Financial Planning, Inc

  • $68.9 Billion
  • Q3 2024

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 46,353 shares of SCHX stock, worth $1.1 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
46,353
Previous 41,199 12.51%
Holding current value
$1.1 Million
Previous $2.65 Billion 18.81%
% of portfolio
4.56%
Previous 0.44%

Shares

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

Oct 17, 2024
BUY
$61.11 - $67.85 $314,960 - $349,698
5,154 Added 12.51%
46,353 $3.15 Billion
Q2 2024

Jul 22, 2024
BUY
$58.7 - $64.78 $2.42 Million - $2.67 Million
41,199 New
41,199 $2.65 Billion

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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