Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Large C Transaction History

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 9,047 shares of SCHX stock, worth $202,743. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,047
Previous 2,962 205.44%
Holding current value
$202,743
Previous $200,000 4.5%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 04, 2025
BUY
$22.4 - $68.28 $136,304 - $415,483
6,085 Added 205.44%
9,047 $209,000
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $181,007 - $200,971
2,962 New
2,962 $200,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $56,292 - $65,115
1,137 Added 111.8%
2,154 $116,000
Q3 2020

Oct 26, 2020
SELL
$37.26 - $43.03 $7,861 - $9,079
-211 Reduced 17.18%
1,017 $82,000
Q2 2020

Jul 24, 2020
BUY
$29.25 - $38.76 $11,583 - $15,348
396 Added 47.6%
1,228 $90,000
Q4 2018

Jan 18, 2019
BUY
N/A
635 Added 322.34%
832 $49,000
Q3 2018

Nov 09, 2018
BUY
N/A
197 New
197 $14,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
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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