A detailed history of Re Dickinson Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Re Dickinson Investment Advisors, LLC holds 21,340 shares of SCHX stock, worth $507,892. This represents 0.84% of its overall portfolio holdings.

Number of Shares
21,340
Previous 21,759 1.93%
Holding current value
$507,892
Previous $1.4 Million 3.51%
% of portfolio
0.84%
Previous 0.87%

Shares

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

Nov 13, 2024

SELL
$61.11 - $67.85 $25,605 - $28,429
-419 Reduced 1.93%
21,340 $1.45 Million
Q2 2024

Aug 09, 2024

SELL
$58.7 - $64.78 $76,251 - $84,149
-1,299 Reduced 5.63%
21,759 $1.4 Million
Q1 2024

May 08, 2024

SELL
$55.41 - $62.08 $78,183 - $87,594
-1,411 Reduced 5.77%
23,058 $1.43 Million
Q4 2023

Feb 13, 2024

SELL
$48.47 - $56.6 $22,393 - $26,149
-462 Reduced 1.85%
24,469 $1.38 Million
Q3 2023

Nov 14, 2023

SELL
$50.36 - $54.21 $132,094 - $142,192
-2,623 Reduced 9.52%
24,931 $1.26 Million
Q2 2023

Aug 14, 2023

SELL
$47.67 - $52.37 $87,283 - $95,889
-1,831 Reduced 6.23%
27,554 $1.44 Million
Q1 2023

May 10, 2023

SELL
$44.78 - $49.41 $126,190 - $139,237
-2,818 Reduced 8.75%
29,385 $1.42 Million
Q4 2022

Jan 31, 2023

SELL
$42.25 - $48.16 $85,514 - $97,475
-2,024 Reduced 5.91%
32,203 $1.45 Million
Q3 2022

Nov 02, 2022

SELL
$42.35 - $51.01 $99,564 - $119,924
-2,351 Reduced 6.43%
34,227 $1.45 Million
Q2 2022

Aug 11, 2022

SELL
$43.35 - $54.51 $150,988 - $189,858
-3,483 Reduced 8.69%
36,578 $1.63 Million
Q1 2022

May 09, 2022

BUY
$49.51 - $57.27 $648,581 - $750,237
13,100 Added 48.59%
40,061 $2.16 Billion
Q4 2021

Feb 14, 2022

BUY
$51.9 - $57.29 $1.4 Million - $1.54 Million
26,961 New
26,961 $3.07 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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