A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 33,403 shares of SCHX stock, worth $795,325. This represents 2.56% of its overall portfolio holdings.

Number of Shares
33,403
Holding current value
$795,325
% of portfolio
2.56%

Shares

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

Nov 14, 2024

BUY
$61.11 - $67.85 $2.04 Million - $2.27 Million
33,403 New
33,403 $2.27 Billion
Q4 2023

Jan 22, 2024

BUY
$48.47 - $56.6 $1.13 Million - $1.31 Million
23,220 New
23,220 $1.31 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, 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 Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.