A detailed history of M3 Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 9,388 shares of SCHX stock, worth $224,185. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,388
Previous 3,119 200.99%
Holding current value
$224,185
Previous $212 Million 2.83%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$22.4 - $68.28 $140,425 - $428,047
6,269 Added 200.99%
9,388 $218 Million
Q3 2024

Oct 17, 2024

BUY
$61.11 - $67.85 $190,602 - $211,624
3,119 New
3,119 $212 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track M3 Advisory Group, LLC Portfolio

Follow M3 Advisory Group, LLC 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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.