Traphagen Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Traphagen Investment Advisors LLC

  • $868 Million
  • Q3 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 36,554 shares of SCHX stock, worth $869,985. This represents 0.29% of its overall portfolio holdings.

Number of Shares
36,554
Previous 36,323 0.64%
Holding current value
$869,985
Previous $2.33 Million 6.3%
% of portfolio
0.29%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$61.11 - $67.85 $14,116 - $15,673
231 Added 0.64%
36,554 $2.48 Million
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $2.01 Million - $2.25 Million
36,323 New
36,323 $2.25 Billion
Q4 2023

Jun 17, 2024
BUY
$48.47 - $56.6 $42,508 - $49,638
877 Added 2.41%
37,200 $2.1 Billion
Q3 2023

Jun 17, 2024
SELL
$50.36 - $54.21 $13,647 - $14,690
-271 Reduced 0.75%
36,052 $1.82 Billion
Q2 2023

Jun 17, 2024
SELL
$47.67 - $52.37 $19,449 - $21,366
-408 Reduced 1.12%
35,915 $1.88 Billion

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Traphagen Investment Advisors LLC Portfolio

Follow Traphagen Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email