A detailed history of Org Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Org Partners LLC holds 11,760 shares of SCHX stock, worth $269,892. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,760
Previous 12,665 7.15%
Holding current value
$269,892
Previous $813,000 1.97%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 11, 2024

SELL
$61.11 - $67.85 $55,304 - $61,404
-905 Reduced 7.15%
11,760 $797,000
Q2 2024

Jul 16, 2024

BUY
$58.7 - $64.78 $743,435 - $820,438
12,665 New
12,665 $813,000
Q4 2023

Jan 29, 2024

BUY
$48.47 - $56.6 $568,165 - $663,465
11,722 New
11,722 $661,000
Q1 2023

Jun 01, 2023

BUY
$44.78 - $49.41 $524,911 - $579,184
11,722 New
11,722 $569 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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