A detailed history of Joseph P. Lucia & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 38,150 shares of SCHX stock, worth $907,970. This represents 1.39% of its overall portfolio holdings.

Number of Shares
38,150
Previous 37,297 2.29%
Holding current value
$907,970
Previous $2.4 Million 8.01%
% of portfolio
1.39%
Previous 1.43%

Shares

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

Oct 23, 2024

BUY
$61.11 - $67.85 $52,126 - $57,876
853 Added 2.29%
38,150 $2.59 Million
Q2 2024

Jul 24, 2024

SELL
$58.7 - $64.78 $92,276 - $101,834
-1,572 Reduced 4.04%
37,297 $2.4 Million
Q1 2024

May 03, 2024

BUY
$55.41 - $62.08 $33,356 - $37,372
602 Added 1.57%
38,869 $2.41 Million
Q4 2023

Jan 29, 2024

BUY
$48.47 - $56.6 $3,489 - $4,075
72 Added 0.19%
38,267 $2.16 Million
Q3 2023

Oct 30, 2023

SELL
$50.36 - $54.21 $8,359 - $8,998
-166 Reduced 0.43%
38,195 $1.93 Million
Q2 2023

Jul 21, 2023

SELL
$47.67 - $52.37 $66,594 - $73,160
-1,397 Reduced 3.51%
38,361 $2.01 Million
Q1 2023

May 02, 2023

SELL
$44.78 - $49.41 $105,904 - $116,854
-2,365 Reduced 5.61%
39,758 $1.92 Million
Q4 2022

Feb 13, 2023

SELL
$42.25 - $48.16 $107,864 - $122,952
-2,553 Reduced 5.71%
42,123 $1.9 Million
Q3 2022

Oct 28, 2022

BUY
$42.35 - $51.01 $65,303 - $78,657
1,542 Added 3.57%
44,676 $1.89 Million
Q2 2022

Jul 26, 2022

SELL
$43.35 - $54.51 $73,695 - $92,667
-1,700 Reduced 3.79%
43,134 $1.93 Million
Q1 2022

Apr 19, 2022

BUY
$49.51 - $57.27 $1.33 Million - $1.53 Million
26,788 Added 148.44%
44,834 $2.41 Million
Q4 2021

Feb 04, 2022

BUY
$51.9 - $57.29 $174,332 - $192,437
3,359 Added 22.87%
18,046 $2.05 Million
Q3 2021

Oct 13, 2021

BUY
$51.52 - $54.94 $62,545 - $66,697
1,214 Added 9.01%
14,687 $1.53 Million
Q2 2021

Jul 27, 2021

BUY
$48.62 - $52.01 $27,713 - $29,645
570 Added 4.42%
13,473 $1.4 Million
Q1 2021

Apr 23, 2021

BUY
$44.9 - $48.34 $31,160 - $33,547
694 Added 5.68%
12,903 $1.24 Million
Q4 2020

Jan 29, 2021

SELL
$39.35 - $45.48 $1,062 - $1,227
-27 Reduced 0.22%
12,209 $1.11 Million
Q3 2020

Oct 20, 2020

SELL
$37.26 - $43.03 $24,293 - $28,055
-652 Reduced 5.06%
12,236 $987,000
Q2 2020

Jul 10, 2020

BUY
$29.25 - $38.76 $2,252 - $2,984
77 Added 0.6%
12,888 $955,000
Q1 2020

Apr 22, 2020

BUY
$26.61 - $40.52 $3,352 - $5,105
126 Added 0.99%
12,811 $785,000
Q4 2019

Jan 23, 2020

BUY
$34.42 - $38.54 $8,708 - $9,750
253 Added 2.04%
12,685 $974,000
Q3 2019

Oct 15, 2019

SELL
$35.28 - $36.01 $19,827 - $20,237
-562 Reduced 4.33%
12,432 $882,000
Q2 2019

Jul 23, 2019

SELL
N/A
-142,911 Reduced 91.67%
12,994 $912,000
Q1 2019

May 02, 2019

BUY
N/A
155,905 New
155,905 $2.26 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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