A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 18,885 shares of SCHX stock, worth $449,463. This represents 0.94% of its overall portfolio holdings.

Number of Shares
18,885
Previous 19,942 5.3%
Holding current value
$449,463
Previous $1.28 Million -0.0%
% of portfolio
0.94%
Previous 0.89%

Shares

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

Oct 15, 2024

SELL
$61.11 - $67.85 $64,593 - $71,717
-1,057 Reduced 5.3%
18,885 $1.28 Million
Q2 2024

Jul 16, 2024

SELL
$58.7 - $64.78 $41,970 - $46,317
-715 Reduced 3.46%
19,942 $1.28 Million
Q1 2024

Apr 25, 2024

SELL
$55.41 - $62.08 $45,713 - $51,216
-825 Reduced 3.84%
20,657 $1.28 Million
Q4 2023

Jan 16, 2024

SELL
$48.47 - $56.6 $126,022 - $147,160
-2,600 Reduced 10.8%
21,482 $1.21 Million
Q3 2023

Oct 23, 2023

SELL
$50.36 - $54.21 $3,575 - $3,848
-71 Reduced 0.29%
24,082 $1.22 Million
Q2 2023

Jul 20, 2023

SELL
$47.67 - $52.37 $16,207 - $17,805
-340 Reduced 1.39%
24,153 $1.27 Million
Q1 2023

Apr 17, 2023

SELL
$44.78 - $49.41 $120,144 - $132,567
-2,683 Reduced 9.87%
24,493 $1.19 Million
Q4 2022

Jan 31, 2023

SELL
$42.25 - $48.16 $376,870 - $429,587
-8,920 Reduced 24.71%
27,176 $1.23 Million
Q3 2022

Oct 12, 2022

SELL
$42.35 - $51.01 $51,243 - $61,722
-1,210 Reduced 3.24%
36,096 $1.53 Million
Q2 2022

Jul 25, 2022

SELL
$43.35 - $54.51 $442,430 - $556,329
-10,206 Reduced 21.48%
37,306 $1.67 Million
Q1 2022

May 09, 2022

BUY
$49.51 - $57.27 $1.06 Million - $1.23 Million
21,434 Added 82.19%
47,512 $2.56 Million
Q4 2021

Feb 16, 2022

BUY
$51.9 - $57.29 $1.35 Million - $1.49 Million
26,078 New
26,078 $2.97 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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