Scarborough Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Scarborough Advisors, LLC

$686 Million
Q4 2024

A detailed history of Scarborough Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Scarborough Advisors, LLC holds 3,479,684 shares of SCHX stock, worth $83.1 Million. This represents 11.76% of its overall portfolio holdings.

Number of Shares

3,479,684

Previous 1,573,330 121.17%

Holding current value

$83.1 Million

Previous $107 Million 24.44%

% of portfolio

11.76%

Previous 17.62%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $42.7 Million - $130 Million	1,906,354 Added 121.17%	3,479,684 $80.7 Million
Q3 2024 Oct 31, 2024	BUY	$61.11 - $67.85 $96.1 Million - $107 Million	1,573,330 New	1,573,330 $107 Million
Q4 2023 Feb 29, 2024	BUY	$48.47 - $56.6 $78.2 Million - $91.3 Million	1,613,819 New	1,613,819 $91 Million
Q3 2023 Nov 30, 2023	BUY	$50.36 - $54.21 $77.9 Million - $83.8 Million	1,546,741 Added 78754.63%	1,548,705 $78.4 Million
Q3 2023 Nov 07, 2023	SELL	$50.36 - $54.21 $77.3 Million - $83.2 Million	-1,534,315 Reduced 99.87%	1,964 $99,000
Q2 2023 Sep 07, 2023	BUY	$47.67 - $52.37 $9.5 Million - $10.4 Million	199,319 Added 14.91%	1,536,279 $80.5 Million
Q1 2023 Sep 07, 2023	SELL	$44.78 - $49.41 $3.47 Million - $3.82 Million	-77,402 Reduced 5.47%	1,336,960 $64.7 Million
Q4 2022 Feb 10, 2023	BUY	$42.25 - $48.16 $8.07 Million - $9.19 Million	190,899 Added 15.6%	1,414,362 $63.9 Million
Q3 2022 Nov 09, 2022	BUY	$42.35 - $51.01 $18.8 Million - $22.6 Million	443,223 Added 56.81%	1,223,463 $51.8 Million
Q2 2022 Aug 09, 2022	BUY	$43.35 - $54.51 $178,081 - $223,927	4,108 Added 0.53%	780,240 $34.8 Million
Q1 2022 Aug 09, 2022	BUY	$49.51 - $57.27 $23.6 Million - $27.4 Million	477,658 Added 160.03%	776,132 $41.8 Million
Q4 2021 Aug 09, 2022	BUY	$51.9 - $57.29 $15.5 Million - $17.1 Million	298,474 New	298,474 $34 Million

Others Institutions Holding SCHX

# of Institutions

1,380

Shares Held

496M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Scarborough Advisors, LLC Schwab Strategic Tr Us Large C Transaction History