Northern Oak Wealth Management Inc Schwab Strategic Tr Us Large C Transaction History

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 21,792 shares of SCHX stock, worth $527,366. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,792
Previous 7,190 203.09%
Holding current value
$527,366
Previous $487,000 3.7%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 21, 2025
BUY
$22.4 - $68.28 $327,084 - $997,024
14,602 Added 203.09%
21,792 $505,000
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $16,719 - $17,997
-332 Reduced 4.41%
7,190 $363,000
Q1 2023

May 09, 2023
BUY
$44.78 - $49.41 $56,064 - $61,861
1,252 Added 19.97%
7,522 $363,000
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $264,907 - $301,963
6,270 New
6,270 $283,000
Q2 2019

Jul 30, 2019
SELL
N/A
-401 Closed
0 $0
Q1 2019

Apr 24, 2019
BUY
N/A
401 New
401 $0

Others Institutions Holding SCHX

# of Institutions
1,460
Shares Held
1.06B
Call Options Held
51.4K
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 Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email