Private Portfolio Partners LLC Schwab Strategic Tr Us Large C Transaction History

Private Portfolio Partners LLC

  • $538 Million
  • Q4 2024

A detailed history of Private Portfolio Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Private Portfolio Partners LLC holds 43,747 shares of SCHX stock, worth $960,684. This represents 0.19% of its overall portfolio holdings.

Number of Shares
43,747
Previous 14,116 209.91%
Holding current value
$960,684
Previous $957,000 5.96%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Feb 12, 2025
BUY
$22.4 - $68.28 $663,734 - $2.02 Million
29,631 Added 209.91%
43,747 $1.01 Million
Q3 2024

Nov 08, 2024
BUY
$61.11 - $67.85 $862,628 - $957,770
14,116 New
14,116 $957,000
Q1 2022

Mar 14, 2023
BUY
$49.51 - $57.27 $349,441 - $404,211
7,058 Added 100.0%
14,116 $0
Q1 2022

May 12, 2022
BUY
$49.51 - $57.27 $349,441 - $404,211
7,058 Added 100.0%
14,116 $760,000
Q4 2020

Mar 14, 2023
BUY
$39.35 - $45.48 $2,282 - $2,637
58 Added 0.83%
7,058 $0
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $2,282 - $2,637
58 Added 0.83%
7,058 $642,000
Q3 2020

Mar 14, 2023
SELL
$37.26 - $43.03 $265,142 - $306,201
-7,116 Reduced 50.41%
7,000 $0
Q3 2020

Nov 16, 2020
SELL
$37.26 - $43.03 $298 - $344
-8 Reduced 0.11%
7,000 $564,000
Q4 2019

Feb 12, 2020
SELL
$34.42 - $38.54 $29,807 - $33,375
-866 Reduced 11.0%
7,008 $538,000
Q3 2019

Nov 13, 2019
SELL
$35.28 - $36.01 $672,648 - $686,566
-19,066 Reduced 70.77%
7,874 $559,000
Q2 2019

Aug 14, 2019
BUY
N/A
10,441 Added 63.28%
26,940 $1.89 Million
Q1 2019

May 10, 2019
BUY
N/A
9,499 Added 135.7%
16,499 $1.12 Million
Q4 2018

Feb 13, 2019
BUY
N/A
7,000 New
7,000 $418,000

Others Institutions Holding SCHX

# of Institutions
1,478
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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