Newman & Schimel, LLC Schwab Strategic Tr Us Large C Transaction History

Newman & Schimel, LLC

  • $221 Million
  • Q4 2022

A detailed history of Newman & Schimel, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Newman & Schimel, LLC holds 103,741 shares of SCHX stock, worth $2.47 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
103,741
Previous 104,399 0.63%
Holding current value
$2.47 Million
Previous $4.42 Million 5.93%
% of portfolio
2.12%
Previous 2.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$42.25 - $48.16 $27,800 - $31,689
-658 Reduced 0.63%
103,741 $0
Q3 2022

Oct 25, 2022
BUY
$42.35 - $51.01 $964,309 - $1.16 Million
22,770 Added 27.89%
104,399 $4.42 Million
Q2 2022

Jul 14, 2022
BUY
$43.35 - $54.51 $238,294 - $299,641
5,497 Added 7.22%
81,629 $3.65 Million
Q1 2022

Apr 15, 2022
BUY
$49.51 - $57.27 $2.56 Million - $2.96 Million
51,727 Added 211.95%
76,132 $4.1 Million
Q4 2021

Jan 18, 2022
BUY
$51.9 - $57.29 $307,974 - $339,958
5,934 Added 32.13%
24,405 $2.78 Million
Q3 2021

Oct 07, 2021
BUY
$51.52 - $54.94 $103,091 - $109,934
2,001 Added 12.15%
18,471 $1.92 Million
Q2 2021

Jul 06, 2021
BUY
$48.62 - $52.01 $107,644 - $115,150
2,214 Added 15.53%
16,470 $1.71 Million
Q1 2021

Apr 08, 2021
BUY
$44.9 - $48.34 $374,600 - $403,300
8,343 Added 141.1%
14,256 $1.37 Million
Q4 2020

Jan 21, 2021
BUY
$39.35 - $45.48 $232,676 - $268,923
5,913 New
5,913 $538,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
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 Newman & Schimel, LLC Portfolio

Follow Newman & Schimel, 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 Newman & Schimel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newman & Schimel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email