Windsor Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

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 248,034 shares of SCHX stock, worth $5.83 Million. This represents 6.69% of its overall portfolio holdings.

Number of Shares
248,034
Previous 33,403 642.55%
Holding current value
$5.83 Million
Previous $2.27 Billion 153.68%
% of portfolio
6.69%
Previous 2.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $4.81 Million - $14.7 Million
214,631 Added 642.55%
248,034 $5.75 Billion
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

# of Institutions
1,469
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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