Financial Management Professionals, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Management Professionals, Inc.

$776 Million
Q4 2024

A detailed history of Financial Management Professionals, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Management Professionals, Inc. holds 821,463 shares of SCHX stock, worth $18 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

821,463

Previous 398,327 106.23%

Holding current value

$18 Million

Previous $27 Million 29.55%

% of portfolio

2.46%

Previous 3.36%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $9.48 Million - $28.9 Million	423,136 Added 106.23%	821,463 $19 Million
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $24.2 Million - $26.8 Million	395,530 Added 14141.22%	398,327 $27 Million
Q2 2024 Jul 12, 2024	SELL	$58.7 - $64.78 $21.6 Million - $23.8 Million	-367,299 Reduced 99.24%	2,797 $180,000
Q1 2024 Apr 16, 2024	SELL	$55.41 - $62.08 $55,132 - $61,769	-995 Reduced 0.27%	370,096 $23 Million
Q4 2023 Jan 12, 2024	SELL	$48.47 - $56.6 $27.9 Million - $32.6 Million	-576,092 Reduced 60.82%	371,091 $20.9 Million
Q3 2023 Oct 13, 2023	BUY	$50.36 - $54.21 $1.27 Million - $1.36 Million	25,148 Added 2.73%	947,183 $47.9 Million
Q2 2023 Jul 10, 2023	BUY	$47.67 - $52.37 $16.6 Million - $18.2 Million	348,067 Added 60.64%	922,035 $48.3 Million
Q1 2023 Apr 13, 2023	SELL	$44.78 - $49.41 $46,750 - $51,584	-1,044 Reduced 0.18%	573,968 $27.8 Million
Q4 2022 Jan 11, 2023	SELL	$42.25 - $48.16 $12.6 Million - $14.3 Million	-297,207 Reduced 34.07%	575,012 $26 Million
Q3 2022 Oct 27, 2022	BUY	$42.35 - $51.01 $6.37 Million - $7.67 Million	150,338 Added 20.83%	872,219 $36.9 Million
Q2 2022 Jul 12, 2022	BUY	$43.35 - $54.51 $3.12 Million - $3.93 Million	72,055 Added 11.09%	721,881 $32.2 Million
Q1 2022 Apr 27, 2022	BUY	$49.51 - $57.27 $26.8 Million - $31 Million	541,558 Added 500.2%	649,826 $35 Million
Q4 2021 Jan 28, 2022	BUY	$51.9 - $57.29 $298,165 - $329,131	5,745 Added 5.6%	108,268 $12.3 Million
Q3 2021 Nov 02, 2021	SELL	$51.52 - $54.94 $430,140 - $458,694	-8,349 Reduced 7.53%	102,523 $10.7 Million
Q2 2021 Aug 05, 2021	SELL	$48.62 - $52.01 $9 Million - $9.63 Million	-185,157 Reduced 62.55%	110,872 $11.5 Million
Q1 2021 Apr 26, 2021	SELL	$44.9 - $48.34 $779,868 - $839,617	-17,369 Reduced 5.54%	296,029 $28.4 Million
Q4 2020 Feb 03, 2021	SELL	$39.35 - $45.48 $14.8 Million - $17.1 Million	-376,373 Reduced 54.56%	313,398 $28.5 Million
Q3 2020 Oct 26, 2020	SELL	$37.26 - $43.03 $4.4 Million - $5.08 Million	-118,081 Reduced 14.62%	689,771 $55.6 Million
Q2 2020 Jul 21, 2020	BUY	$29.25 - $38.76 $2.21 Million - $2.93 Million	75,591 Added 10.32%	807,852 $59.9 Million
Q1 2020 Apr 24, 2020	SELL	$26.61 - $40.52 $1.53 Million - $2.33 Million	-57,516 Reduced 7.28%	732,261 $44.9 Million
Q4 2019 Jan 21, 2020	SELL	$34.42 - $38.54 $1.08 Million - $1.21 Million	-31,285 Reduced 3.81%	789,777 $60.7 Million
Q3 2019 Oct 11, 2019	SELL	$35.28 - $36.01 $1.3 Million - $1.32 Million	-36,742 Reduced 4.28%	821,062 $58.2 Million
Q2 2019 Jul 29, 2019	BUY	N/A	16,257 Added 1.93%	857,804 $60.2 Million
Q1 2019 Apr 22, 2019	SELL	N/A	-305,551 Reduced 26.64%	841,547 $56.9 Million
Q4 2018 Jan 22, 2019	BUY	N/A	470,447 Added 69.53%	1,147,098 $68.5 Million
Q3 2018 Oct 24, 2018	BUY	N/A	10,440 Added 1.57%	676,651 $47.1 Million
Q2 2018 Aug 01, 2018	SELL	N/A	-574,821 Reduced 46.32%	666,211 $43.3 Million
Q1 2018 May 04, 2018	BUY	N/A	10,884 Added 0.88%	1,241,032 $78.3 Million
Q4 2017 Jan 19, 2018	SELL	N/A	-42,973 Reduced 3.38%	1,230,148 $78.5 Million
Q3 2017 Oct 19, 2017	BUY	N/A	1,273,121	1,273,121 $76.4 Million

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

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Financial Management Professionals, Inc. Schwab Strategic Tr Us Large C Transaction History