A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 3,624 shares of SCHX stock, worth $83,170. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,624
Previous 3,624 -0.0%
Holding current value
$83,170
Previous $224,000 3.57%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$47.67 - $52.37 $172,756 - $189,788
3,624 New
3,624 $189,000
Q3 2022

Nov 18, 2022

SELL
$42.35 - $51.01 $138,018 - $166,241
-3,259 Closed
0 $0
Q3 2021

Oct 28, 2021

SELL
$51.52 - $54.94 $10,304 - $10,988
-200 Reduced 5.78%
3,259 $339,000
Q2 2021

Aug 11, 2021

BUY
$48.62 - $52.01 $5,445 - $5,825
112 Added 3.35%
3,459 $360,000
Q1 2021

Apr 07, 2021

SELL
$44.9 - $48.34 $17,780 - $19,142
-396 Reduced 10.58%
3,347 $321,000
Q4 2019

Apr 13, 2020

BUY
$34.42 - $38.54 $128,834 - $144,255
3,743 New
3,743 $248,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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