A detailed history of Nations Financial Group Inc, transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nations Financial Group Inc, holds 7,771 shares of SCHX stock, worth $184,949. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,771
Previous 8,216 5.42%
Holding current value
$184,949
Previous $527,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2024

SELL
$61.11 - $67.85 $27,193 - $30,193
-445 Reduced 5.42%
7,771 $527,000
Q2 2024

Jul 29, 2024

SELL
$58.7 - $64.78 $56,821 - $62,707
-968 Reduced 10.54%
8,216 $527,000
Q1 2024

Apr 23, 2024

SELL
$55.41 - $62.08 $128,551 - $144,025
-2,320 Reduced 20.17%
9,184 $569,000
Q4 2023

Feb 09, 2024

SELL
$48.47 - $56.6 $71,638 - $83,654
-1,478 Reduced 11.38%
11,504 $648,000
Q3 2023

Nov 14, 2023

SELL
$50.36 - $54.21 $6,295 - $6,776
-125 Reduced 0.95%
12,982 $656,000
Q2 2023

Aug 14, 2023

SELL
$47.67 - $52.37 $693,550 - $761,931
-14,549 Reduced 52.61%
13,107 $686,000
Q1 2023

May 15, 2023

SELL
$44.78 - $49.41 $16,747 - $18,479
-374 Reduced 1.33%
27,656 $1.34 Million
Q4 2022

Feb 07, 2023

BUY
$42.25 - $48.16 $633 - $722
15 Added 0.05%
28,030 $1.27 Million
Q3 2022

Nov 14, 2022

BUY
$42.35 - $51.01 $10,841 - $13,058
256 Added 0.92%
28,015 $1.19 Million
Q2 2022

Aug 15, 2022

BUY
$43.35 - $54.51 $32,989 - $41,482
761 Added 2.82%
27,759 $1.24 Million
Q1 2022

May 13, 2022

BUY
$49.51 - $57.27 $668,186 - $772,915
13,496 Added 99.96%
26,998 $1.45 Million
Q4 2021

Feb 10, 2022

SELL
$51.9 - $57.29 $70,584 - $77,914
-1,360 Reduced 9.15%
13,502 $1.54 Million
Q3 2021

Nov 12, 2021

BUY
$51.52 - $54.94 $6,903 - $7,361
134 Added 0.91%
14,862 $1.55 Million
Q2 2021

Aug 16, 2021

SELL
$48.62 - $52.01 $23,580 - $25,224
-485 Reduced 3.19%
14,728 $1.53 Million
Q1 2021

May 14, 2021

SELL
$44.9 - $48.34 $13,470 - $14,502
-300 Reduced 1.93%
15,213 $1.46 Million
Q4 2020

Feb 16, 2021

BUY
$39.35 - $45.48 $5,902 - $6,821
150 Added 0.98%
15,513 $1.41 Million
Q3 2020

Nov 12, 2020

SELL
$37.26 - $43.03 $8,197 - $9,466
-220 Reduced 1.41%
15,363 $1.24 Million
Q1 2020

May 08, 2020

BUY
$26.61 - $40.52 $9,552 - $14,546
359 Added 2.36%
15,583 $954,000
Q4 2019

Feb 05, 2020

SELL
$34.42 - $38.54 $27,776 - $31,101
-807 Reduced 5.03%
15,224 $1.17 Million
Q3 2019

Nov 08, 2019

BUY
$35.28 - $36.01 $21,168 - $21,606
600 Added 3.89%
16,031 $1.16 Million
Q2 2019

Aug 13, 2019

BUY
N/A
944 Added 6.52%
15,431 $1.08 Million
Q1 2019

May 10, 2019

BUY
N/A
317 Added 2.24%
14,487 $979,000
Q4 2018

Feb 07, 2019

BUY
N/A
884 Added 6.65%
14,170 $846,000
Q3 2018

Nov 07, 2018

BUY
N/A
281 Added 2.16%
13,286 $924,000
Q2 2018

Aug 09, 2018

BUY
N/A
2,386 Added 22.47%
13,005 $845,000
Q1 2018

May 14, 2018

BUY
N/A
1,303 Added 13.99%
10,619 $670,000
Q4 2017

Feb 12, 2018

BUY
N/A
315 Added 3.5%
9,316 $594,000
Q3 2017

Nov 13, 2017

BUY
N/A
9,001
9,001 $540,000

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