Transamerica Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Transamerica Financial Advisors, Inc.

$1.01 Billion
Q4 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 815,335 shares of SCHX stock, worth $17 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

815,335

Previous 262,277 210.87%

Holding current value

$17 Million

Previous $17.8 Million 6.2%

% of portfolio

1.87%

Previous 1.74%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$22.4 - $68.28 $12.4 Million - $37.8 Million	553,058 Added 210.87%	815,335 $18.9 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $2.2 Million - $2.44 Million	35,934 Added 15.88%	262,277 $17.8 Million
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $1.72 Million - $1.93 Million	31,055 Added 15.9%	226,343 $14 Million
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $546,402 - $638,051	11,273 Added 6.13%	195,288 $11 Million
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $2.19 Million - $2.36 Million	43,521 Added 30.98%	184,015 $9.31 Million
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $1.38 Million - $1.51 Million	28,875 Added 25.87%	140,494 $7.36 Million
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $18,404 - $20,307	411 Added 0.37%	111,619 $5.4 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $49,939 - $56,925	1,182 Added 1.07%	111,208 $5.02 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $152,332 - $183,482	-3,597 Reduced 3.17%	110,026 $4.66 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $4.93 Million - $6.19 Million	113,623 New	113,623 $0

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Transamerica Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History