Steigerwald, Gordon & Koch Inc. Schwab Strategic Tr Us Large C Transaction History

Steigerwald, Gordon & Koch Inc.

$884 Million
Q4 2024

A detailed history of Steigerwald, Gordon & Koch Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steigerwald, Gordon & Koch Inc. holds 10,332 shares of SCHX stock, worth $246,624. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,332

Previous 3,689 180.08%

Holding current value

$246,624

Previous $250,000 4.4%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.4 - $68.28 $148,803 - $453,584	6,643 Added 180.08%	10,332 $239,000
Q3 2024 Oct 09, 2024	BUY	$61.11 - $67.85 $30,555 - $33,925	500 Added 15.68%	3,689 $250,000
Q2 2024 Aug 07, 2024	SELL	$58.7 - $64.78 $12,972 - $14,316	-221 Reduced 6.48%	3,189 $204,000
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $188,948 - $211,692	3,410 New	3,410 $211,000
Q2 2022 Jul 14, 2022	BUY	$43.35 - $54.51 $289,404 - $363,908	6,676 New	6,676 $298,000
Q1 2022 Apr 25, 2022	SELL	$49.51 - $57.27 $88,523 - $102,398	-1,788 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$51.9 - $57.29 $23,199 - $25,608	-447 Reduced 20.0%	1,788 $204,000
Q3 2021 Oct 18, 2021	BUY	$51.52 - $54.94 $15,507 - $16,536	301 Added 15.56%	2,235 $233,000
Q2 2021 Jul 27, 2021	BUY	$48.62 - $52.01 $94,031 - $100,587	1,934 New	1,934 $201,000

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

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steigerwald, Gordon & Koch Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steigerwald, Gordon & Koch Inc. with notifications on news.

Account

Steigerwald, Gordon & Koch Inc. Schwab Strategic Tr Us Large C Transaction History