Northeast Financial Consultants Inc Schwab Strategic Tr Us Large C Transaction History

Northeast Financial Consultants Inc

$2.34 Billion
Q4 2024

A detailed history of Northeast Financial Consultants Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northeast Financial Consultants Inc holds 16,800 shares of SCHX stock, worth $394,968. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,800

Previous 5,600 200.0%

Holding current value

$394,968

Previous $379,000 2.64%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $250,879 - $764,736	11,200 Added 200.0%	16,800 $389,000
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $10,372 - $12,112	-214 Reduced 3.68%	5,600 $315,000
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $10,201 - $11,207	214 Added 3.82%	5,814 $304,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $138,628 - $160,356	2,800 Added 100.0%	5,600 $302,000
Q2 2020 Jul 30, 2020	BUY	$29.25 - $38.76 $81,900 - $108,528	2,800 New	2,800 $207,000
Q1 2020 May 13, 2020	SELL	$26.61 - $40.52 $74,508 - $113,456	-2,800 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $96,376 - $107,912	2,800 New	2,800 $215,000

Others Institutions Holding SCHX

# of Institutions

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Northeast Financial Consultants Inc Schwab Strategic Tr Us Large C Transaction History