Soltis Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 11,718 shares of SCHX stock, worth $275,490. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,718
Previous 4,003 192.73%
Holding current value
$275,490
Previous $271,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 29, 2025
BUY
$22.4 - $68.28 $172,816 - $526,780
7,715 Added 192.73%
11,718 $271,000
Q3 2024

Nov 18, 2024
BUY
$61.11 - $67.85 $5,927 - $6,581
97 Added 2.48%
4,003 $271,000
Q2 2024

Aug 12, 2024
SELL
$58.7 - $64.78 $3,522 - $3,886
-60 Reduced 1.51%
3,906 $250,000
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $192,232 - $224,475
3,966 New
3,966 $223,000
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $57,013 - $62,634
-1,196 Reduced 23.64%
3,863 $202,000
Q1 2023

May 03, 2023
BUY
$44.78 - $49.41 $226,542 - $249,965
5,059 New
5,059 $244,000

Others Institutions Holding SCHX

# of Institutions
1,470
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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