Sensible Financial Planning & Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Sensible Financial Planning & Management, Llc.

  • $507 Million
  • Q3 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 175,580 shares of SCHX stock, worth $4.25 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
175,580
Previous 183,550 4.34%
Holding current value
$4.25 Million
Previous $11.8 Million 1.02%
% of portfolio
2.35%
Previous 2.55%

Shares

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

Oct 28, 2024
SELL
$61.11 - $67.85 $487,046 - $540,764
-7,970 Reduced 4.34%
175,580 $11.9 Million
Q2 2024

Jul 18, 2024
SELL
$58.7 - $64.78 $109,416 - $120,749
-1,864 Reduced 1.01%
183,550 $11.8 Million
Q1 2024

May 06, 2024
SELL
$55.41 - $62.08 $342,101 - $383,281
-6,174 Reduced 3.22%
185,414 $11.5 Million
Q4 2023

Feb 02, 2024
SELL
$48.47 - $56.6 $631,467 - $737,384
-13,028 Reduced 6.37%
191,588 $10.8 Million
Q3 2023

Oct 26, 2023
SELL
$50.36 - $54.21 $424,887 - $457,369
-8,437 Reduced 3.96%
204,616 $10.4 Million
Q2 2023

Aug 03, 2023
SELL
$47.67 - $52.37 $355,665 - $390,732
-7,461 Reduced 3.38%
213,053 $11.2 Million
Q1 2023

Apr 14, 2023
SELL
$44.78 - $49.41 $858,074 - $946,794
-19,162 Reduced 7.99%
220,514 $10.7 Million
Q4 2022

Feb 01, 2023
SELL
$42.25 - $48.16 $616,596 - $702,847
-14,594 Reduced 5.74%
239,676 $10.8 Million
Q3 2022

Nov 07, 2022
SELL
$42.35 - $51.01 $203,025 - $244,541
-4,794 Reduced 1.85%
254,270 $10.8 Million
Q2 2022

Aug 04, 2022
SELL
$43.35 - $54.51 $166,594 - $209,481
-3,843 Reduced 1.46%
259,064 $11.6 Million
Q1 2022

May 18, 2022
BUY
$49.51 - $57.27 $6.54 Million - $7.56 Million
132,093 Added 100.98%
262,907 $14.2 Million
Q4 2021

Feb 11, 2022
BUY
$51.9 - $57.29 $568,720 - $627,783
10,958 Added 9.14%
130,814 $14.9 Million
Q3 2021

Nov 09, 2021
BUY
$51.52 - $54.94 $249,356 - $265,909
4,840 Added 4.21%
119,856 $12.5 Million
Q2 2021

Jul 29, 2021
SELL
$48.62 - $52.01 $29,755 - $31,830
-612 Reduced 0.53%
115,016 $12 Million
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $367,371 - $395,517
-8,182 Reduced 6.61%
115,628 $11.1 Million
Q4 2020

Feb 24, 2021
SELL
$39.35 - $45.48 $563,373 - $651,137
-14,317 Reduced 10.37%
123,810 $11.3 Million
Q3 2020

Nov 06, 2020
SELL
$37.26 - $43.03 $190,696 - $220,227
-5,118 Reduced 3.57%
138,127 $11.1 Million
Q2 2020

Aug 12, 2020
SELL
$29.25 - $38.76 $933,396 - $1.24 Million
-31,911 Reduced 18.22%
143,245 $10.6 Million
Q1 2020

May 07, 2020
SELL
$26.61 - $40.52 $222,379 - $338,625
-8,357 Reduced 4.55%
175,156 $10.7 Million
Q4 2019

Feb 12, 2020
SELL
$34.42 - $38.54 $97,064 - $108,682
-2,820 Reduced 1.51%
183,513 $14.1 Million
Q3 2019

Oct 28, 2019
BUY
$35.28 - $36.01 $207,834 - $212,134
5,891 Added 3.26%
186,333 $13.2 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,634 Reduced 0.9%
180,442 $12.7 Million
Q1 2019

May 01, 2019
BUY
N/A
5,742 Added 3.26%
182,076 $12.3 Million
Q4 2018

Feb 06, 2019
BUY
N/A
27,668 Added 18.61%
176,334 $10.5 Million
Q3 2018

Oct 29, 2018
BUY
N/A
11,808 Added 8.63%
148,666 $10.3 Million
Q2 2018

Aug 07, 2018
BUY
N/A
15,222 Added 12.51%
136,858 $8.89 Million
Q1 2018

May 11, 2018
BUY
N/A
26,714 Added 28.14%
121,636 $7.67 Million
Q4 2017

Feb 13, 2018
BUY
N/A
25,145 Added 36.04%
94,922 $6.05 Million
Q3 2017

Nov 01, 2017
BUY
N/A
52,024 Added 293.04%
69,777 $4.19 Million
Q2 2017

Aug 11, 2017
BUY
N/A
17,753
17,753 $1.03 Million

Others Institutions Holding SCHX

# of Institutions
1,361
Shares Held
430M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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