A detailed history of Financial Management Network Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Management Network Inc holds 8,007 shares of SCHX stock, worth $183,760. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,007
Previous 7,985 0.28%
Holding current value
$183,760
Previous $513,000 5.85%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 23, 2024

BUY
$61.11 - $67.85 $1,344 - $1,492
22 Added 0.28%
8,007 $543,000
Q2 2024

Jul 22, 2024

BUY
$58.7 - $64.78 $1,408 - $1,554
24 Added 0.3%
7,985 $513,000
Q1 2024

Apr 22, 2024

BUY
$55.41 - $62.08 $1,329 - $1,489
24 Added 0.3%
7,961 $494,000
Q4 2023

Jan 22, 2024

SELL
$48.47 - $56.6 $11,681 - $13,640
-241 Reduced 2.95%
7,937 $447,000
Q3 2023

Oct 23, 2023

SELL
$50.36 - $54.21 $11,784 - $12,685
-234 Reduced 2.78%
8,178 $413,000
Q2 2023

Jul 28, 2023

BUY
$47.67 - $52.37 $1,001 - $1,099
21 Added 0.25%
8,412 $440,000
Q1 2023

Apr 21, 2023

BUY
$44.78 - $49.41 $671 - $741
15 Added 0.18%
8,391 $405,000
Q4 2022

Feb 09, 2023

SELL
$42.25 - $48.16 $4,182 - $4,767
-99 Reduced 1.17%
8,376 $378,000
Q3 2022

Nov 03, 2022

BUY
$42.35 - $51.01 $8,470 - $10,202
200 Added 2.42%
8,475 $380,000
Q2 2022

Jul 11, 2022

BUY
$43.35 - $54.51 $1,473 - $1,853
34 Added 0.41%
8,275 $373,000
Q1 2022

Apr 21, 2022

BUY
$49.51 - $57.27 $204,674 - $236,754
4,134 Added 100.66%
8,241 $449,000
Q4 2021

Jan 19, 2022

BUY
$51.9 - $57.29 $830 - $916
16 Added 0.39%
4,107 $469,000
Q3 2021

Oct 13, 2021

BUY
$51.52 - $54.94 $669 - $714
13 Added 0.32%
4,091 $425,000
Q2 2021

Jul 20, 2021

SELL
$48.62 - $52.01 $6,660 - $7,125
-137 Reduced 3.25%
4,078 $429,000
Q1 2021

May 06, 2021

BUY
$44.9 - $48.34 $359 - $386
8 Added 0.19%
4,215 $427,000
Q4 2020

Feb 08, 2021

BUY
$39.35 - $45.48 $165,545 - $191,334
4,207 New
4,207 $394,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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