Total Investment Management Inc Schwab Strategic Tr Us Large C Transaction History

Total Investment Management Inc

$709 Million
Q4 2024

A detailed history of Total Investment Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Total Investment Management Inc holds 13,510 shares of SCHX stock, worth $317,620. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,510

Previous 4,494 200.62%

Holding current value

$317,620

Previous $304,000 2.96%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $201,958 - $615,612	9,016 Added 200.62%	13,510 $313,000
Q3 2024 Nov 05, 2024	BUY	$61.11 - $67.85 $274,628 - $304,917	4,494 New	4,494 $304,000
Q2 2021 Aug 06, 2021	SELL	$48.62 - $52.01 $1.17 Million - $1.26 Million	-24,155 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$44.9 - $48.34 $1.08 Million - $1.17 Million	24,155 New	24,155 $1.48 Million
Q2 2020 Jul 29, 2020	SELL	$29.25 - $38.76 $706,533 - $936,247	-24,155 Closed	0 $0
Q1 2020 Apr 23, 2020	SELL	$26.61 - $40.52 $47,392 - $72,166	-1,781 Reduced 6.87%	24,155 $1.48 Million
Q4 2019 Feb 11, 2020	SELL	$34.42 - $38.54 $25.5 Million - $28.6 Million	-741,094 Reduced 96.62%	25,936 $1.99 Million
Q3 2019 Oct 28, 2019	BUY	$35.28 - $36.01 $16.2 Million - $16.5 Million	459,258 Added 149.22%	767,030 $54.4 Million
Q2 2019 Aug 07, 2019	BUY	N/A	11,844 Added 4.0%	307,772 $21.2 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,134 Reduced 0.72%	295,928 $19.9 Million
Q4 2018 Feb 08, 2019	BUY	N/A	1,995 Added 0.67%	298,062 $19.4 Million
Q3 2018 Nov 14, 2018	BUY	N/A	8,074 Added 2.8%	296,067 $20.6 Million
Q2 2018 Jul 16, 2018	BUY	N/A	1,266 Added 0.44%	287,993 $18.7 Million
Q1 2018 May 10, 2018	BUY	N/A	2,303 Added 0.81%	286,727 $18.1 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-12,623 Reduced 4.25%	284,424 $18.1 Million
Q3 2017 Oct 30, 2017	BUY	N/A	297,047	297,047 $17.8 Million

Others Institutions Holding SCHX

# of Institutions

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Total Investment Management Inc Schwab Strategic Tr Us Large C Transaction History