A detailed history of Financial Life Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Life Advisors holds 15,000 shares of SCHX stock, worth $329,400. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,000
Previous 5,000 200.0%
Holding current value
$329,400
Previous $339,000 2.36%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 28, 2025

BUY
$22.4 - $68.28 $224,000 - $682,800
10,000 Added 200.0%
15,000 $347,000
Q1 2022

Apr 20, 2022

BUY
$49.51 - $57.27 $123,775 - $143,175
2,500 Added 100.0%
5,000 $269,000
Q3 2020

Oct 29, 2020

BUY
$37.26 - $43.03 $93,150 - $107,575
2,500 New
2,500 $201,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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