Strategic Equity Management Schwab Strategic Tr Us Large C Transaction History

Strategic Equity Management

  • $130 Million
  • Q2 2024

A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Strategic Equity Management holds 405,996 shares of SCHX stock, worth $9.31 Million. This represents 20.02% of its overall portfolio holdings.

Number of Shares
405,996
Previous 340,765 19.14%
Holding current value
$9.31 Million
Previous $21.1 Million 23.35%
% of portfolio
20.02%
Previous 18.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$58.7 - $64.78 $3.83 Million - $4.23 Million
65,231 Added 19.14%
405,996 $26.1 Million
Q1 2024

Apr 16, 2024
BUY
$55.41 - $62.08 $3.84 Million - $4.3 Million
69,322 Added 25.54%
340,765 $21.1 Million
Q4 2023

Feb 07, 2024
BUY
$48.47 - $56.6 $13.2 Million - $15.4 Million
271,443 New
271,443 $15.3 Million

Others Institutions Holding SCHX

# of Institutions
1,332
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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  • Ticker SCHX
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  • Industry ETFs
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