Stillwater Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Stillwater Investment Management, LLC

$372 Million
Q1 2023

A detailed history of Stillwater Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stillwater Investment Management, LLC holds 4,845 shares of SCHX stock, worth $110,466. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,845

Previous 4,705 2.98%

Holding current value

$110,466

Previous $212,000 10.38%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 05, 2023	BUY	$44.78 - $49.41 $6,269 - $6,917	140 Added 2.98%	4,845 $234,000
Q4 2022 Jan 10, 2023	BUY	$42.25 - $48.16 $198,786 - $226,592	4,705 New	4,705 $0
Q2 2022 Jul 05, 2022	BUY	$43.35 - $54.51 $3,814 - $4,796	88 Added 1.94%	4,618 $206,000
Q1 2022 Apr 04, 2022	BUY	$49.51 - $57.27 $110,456 - $127,769	2,231 Added 97.04%	4,530 $244,000
Q4 2021 Jan 04, 2022	BUY	$51.9 - $57.29 $1,089 - $1,203	21 Added 0.92%	2,299 $262,000
Q3 2021 Oct 04, 2021	SELL	$51.52 - $54.94 $3,554 - $3,790	-69 Reduced 2.94%	2,278 $237,000
Q2 2021 Jul 01, 2021	BUY	$48.62 - $52.01 $1,361 - $1,456	28 Added 1.21%	2,347 $244,000
Q1 2021 Apr 02, 2021	BUY	$44.9 - $48.34 $2,918 - $3,142	65 Added 2.88%	2,319 $223,000
Q4 2020 Jan 04, 2021	BUY	$39.35 - $45.48 $88,694 - $102,511	2,254 New	2,254 $205,000

Others Institutions Holding SCHX

# of Institutions

1,335

Shares Held

461M

Call Options Held

24.7K

Put Options Held

3.6K

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 Stillwater Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stillwater Investment Management, LLC with notifications on news.

Account

Stillwater Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History