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

Francis Financial, Inc.

  • $411 Million
  • Q3 2025

A detailed history of Francis Financial, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 15,288 shares of SCHX stock, worth $405,743. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,288
Previous 15,288 -0.0%
Holding current value
$405,743
Previous $373,000 7.77%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$21.75 - $24.28 $129,456 - $144,514
-5,952 Reduced 28.02%
15,288 $337,000
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $317,184 - $966,844
14,160 Added 200.0%
21,240 $492,000
Q3 2024

Nov 01, 2024
BUY
$61.11 - $67.85 $121,242 - $134,614
1,984 Added 38.93%
7,080 $480,000
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $299,135 - $330,118
5,096 New
5,096 $327,000

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Francis Financial, Inc. Portfolio

Follow Francis Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Francis Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Francis Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email