A detailed history of Advisors Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisors Capital Management, LLC holds 3,240 shares of SCHX stock, worth $75,816. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,240
Previous 6,201 47.75%
Holding current value
$75,816
Previous $398,000 44.72%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$61.11 - $67.85 $180,946 - $200,903
-2,961 Reduced 47.75%
3,240 $220,000
Q2 2024

Aug 09, 2024

BUY
$58.7 - $64.78 $24,008 - $26,495
409 Added 7.06%
6,201 $398,000
Q1 2024

May 06, 2024

BUY
$55.41 - $62.08 $320,934 - $359,567
5,792 New
5,792 $359,000
Q3 2022

Nov 16, 2022

BUY
$42.35 - $51.01 $744,640 - $896,908
17,583 New
17,583 $822,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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