Lbmc Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 81,375 shares of SCHX stock, worth $1.91 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

81,375

Previous 27,124 200.01%

Holding current value

$1.91 Million

Previous $1.84 Million 2.5%

% of portfolio

0.15%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $1.22 Million - $3.7 Million	54,251 Added 200.01%	81,375 $1.89 Million
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $18,455 - $20,490	-302 Reduced 1.1%	27,124 $1.84 Million
Q1 2024 Apr 12, 2024	BUY	$55.41 - $62.08 $110 - $124	2 Added 0.01%	27,426 $1.7 Million
Q4 2023 Jan 16, 2024	BUY	$48.47 - $56.6 $96 - $113	2 Added 0.01%	27,424 $1.55 Million
Q3 2023 Oct 05, 2023	SELL	$50.36 - $54.21 $4,784 - $5,149	-95 Reduced 0.35%	27,422 $1.39 Million
Q2 2023 Jul 17, 2023	BUY	$47.67 - $52.37 $95 - $104	2 Added 0.01%	27,517 $1.44 Million
Q3 2022 Oct 07, 2022	SELL	$42.35 - $51.01 $92,746 - $111,711	-2,190 Reduced 7.37%	27,515 $1.17 Million
Q2 2022 Jul 07, 2022	BUY	$43.35 - $54.51 $210,811 - $265,082	4,863 Added 19.58%	29,705 $1.33 Million
Q1 2022 Apr 11, 2022	BUY	$49.51 - $57.27 $614,963 - $711,350	12,421 Added 100.0%	24,842 $1.34 Million
Q4 2021 Mar 17, 2022	BUY	$51.9 - $57.29 $126,791 - $139,959	2,443 Added 24.48%	12,421 $1.41 Million
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $109,016 - $116,253	-2,116 Reduced 17.5%	9,978 $1.29 Million
Q2 2021 Aug 02, 2021	SELL	$48.62 - $52.01 $24,650 - $26,369	-507 Reduced 4.02%	12,094 $1.26 Million
Q1 2021 Apr 20, 2021	BUY	$44.9 - $48.34 $27,254 - $29,342	607 Added 5.06%	12,601 $1.21 Million
Q4 2020 Jan 21, 2021	BUY	$39.35 - $45.48 $10,742 - $12,416	273 Added 2.33%	11,994 $1.09 Million
Q4 2018 Feb 01, 2019	BUY	N/A	3,097 Added 35.91%	11,721 $700,000
Q3 2018 Nov 08, 2018	BUY	N/A	697 Added 8.79%	8,624 $600,000
Q2 2018 Aug 03, 2018	BUY	N/A	7,927 New	7,927 $515,000

Others Institutions Holding SCHX

# of Institutions

1,467

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Lbmc Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History