A detailed history of Sandy Spring Bank transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sandy Spring Bank holds 21,423 shares of SCHX stock, worth $509,867. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,423
Previous 21,422 -0.0%
Holding current value
$509,867
Previous $1.38 Million 5.6%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 25, 2024

BUY
$61.11 - $67.85 $61 - $67
1 Added 0.0%
21,423 $1.45 Million
Q2 2024

Aug 06, 2024

BUY
$58.7 - $64.78 $5,400 - $5,959
92 Added 0.43%
21,422 $1.38 Million
Q1 2024

May 08, 2024

BUY
$55.41 - $62.08 $50,921 - $57,051
919 Added 4.5%
21,330 $1.32 Million
Q2 2023

Aug 04, 2023

BUY
$47.67 - $52.37 $118,888 - $130,610
2,494 Added 13.92%
20,411 $1.07 Million
Q1 2023

May 05, 2023

SELL
$44.78 - $49.41 $31,525 - $34,784
-704 Reduced 3.78%
17,917 $866,000
Q4 2022

Feb 10, 2023

BUY
$42.25 - $48.16 $12,844 - $14,640
304 Added 1.66%
18,621 $840,000
Q2 2022

Jul 21, 2022

SELL
$43.35 - $54.51 $52,106 - $65,521
-1,202 Reduced 6.16%
18,317 $818,000
Q1 2022

May 03, 2022

BUY
$49.51 - $57.27 $486,089 - $562,276
9,818 Added 101.21%
19,519 $1.05 Million
Q4 2021

Feb 11, 2022

BUY
$51.9 - $57.29 $4,411 - $4,869
85 Added 0.88%
9,701 $1.1 Million
Q3 2021

Nov 05, 2021

SELL
$51.52 - $54.94 $10,149 - $10,823
-197 Reduced 2.01%
9,616 $1 Million
Q1 2021

May 03, 2021

SELL
$44.9 - $48.34 $22,450 - $24,170
-500 Reduced 4.85%
9,813 $942,000
Q4 2020

Feb 03, 2021

SELL
$39.35 - $45.48 $29,512 - $34,110
-750 Reduced 6.78%
10,313 $938,000
Q3 2020

Nov 09, 2020

SELL
$37.26 - $43.03 $27,945 - $32,272
-750 Reduced 6.35%
11,063 $893,000
Q1 2020

May 01, 2020

SELL
$26.61 - $40.52 $18,281 - $27,837
-687 Reduced 5.5%
11,813 $724,000
Q4 2019

Feb 06, 2020

BUY
$34.42 - $38.54 $1,548 - $1,734
45 Added 0.36%
12,500 $960,000
Q1 2019

May 06, 2019

BUY
N/A
9,811 Added 371.07%
12,455 $842,000
Q1 2018

May 04, 2018

BUY
N/A
623 Added 30.83%
2,644 $167,000
Q2 2017

Aug 11, 2017

BUY
N/A
2,021
2,021 $117,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Sandy Spring Bank Portfolio

Follow Sandy Spring Bank 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 Sandy Spring Bank, based on Form 13F filings with the SEC.

News

Stay updated on Sandy Spring Bank with notifications on news.