Advisory Alpha, LLC Schwab Strategic Tr Us Large C Transaction History

Advisory Alpha, LLC

  • $2.92 Billion
  • Q1 2025

A detailed history of Advisory Alpha, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisory Alpha, LLC holds 10,237 shares of SCHX stock, worth $239,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,237
Holding current value
$239,136
% of portfolio
0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 19, 2025
BUY
$21.75 - $24.28 $222,654 - $248,554
10,237 New
10,237 $226,000
Q2 2022

Jul 15, 2022
SELL
$43.35 - $54.51 $161,565 - $203,158
-3,727 Reduced 29.81%
8,775 $392,000
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $284,682 - $329,302
5,750 Added 85.16%
12,502 $673,000
Q4 2021

Feb 04, 2022
SELL
$51.9 - $57.29 $912,505 - $1.01 Million
-17,582 Reduced 72.25%
6,752 $769,000
Q3 2021

Nov 09, 2021
BUY
$51.52 - $54.94 $1.25 Million - $1.34 Million
24,334 New
24,334 $2.53 Million
Q4 2020

Feb 16, 2021
SELL
$39.35 - $45.48 $17,904 - $20,693
-455 Closed
0 $0
Q3 2020

Nov 06, 2020
SELL
$37.26 - $43.03 $1.47 Million - $1.7 Million
-39,544 Reduced 98.86%
455 $329,000
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $224,464 - $297,444
-7,674 Reduced 16.1%
39,999 $2.97 Million
Q1 2020

Apr 29, 2020
SELL
$26.61 - $40.52 $4.39 Million - $6.68 Million
-164,895 Reduced 77.57%
47,673 $2.94 Billion
Q4 2019

Feb 14, 2020
BUY
$34.42 - $38.54 $1.19 Million - $1.33 Million
34,543 Added 19.4%
212,568 $16.6 Billion
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $1.31 Million - $1.34 Million
37,165 Added 26.38%
178,025 $0
Q2 2019

Aug 16, 2019
BUY
N/A
9,527 Added 7.25%
140,860 $9.99 Million
Q1 2019

May 13, 2019
BUY
N/A
39,357 Added 42.79%
131,333 $0
Q4 2018

Feb 13, 2019
SELL
N/A
-37,398 Reduced 28.91%
91,976 $5.96 Million
Q3 2018

Nov 13, 2018
BUY
N/A
2,724 Added 2.15%
129,374 $8.36 Million
Q2 2018

Aug 13, 2018
BUY
N/A
78,828 Added 164.84%
126,650 $8.46 Million
Q1 2018

May 15, 2018
BUY
N/A
24,447 Added 104.59%
47,822 $3.05 Million
Q4 2017

Feb 13, 2018
BUY
N/A
16,419 Added 236.04%
23,375 $1.57 Million
Q3 2017

Nov 15, 2017
BUY
N/A
2,626 Added 60.65%
6,956 $430,000
Q2 2017

Aug 09, 2017
BUY
N/A
4,330
4,330 $256,000

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.4K
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 Advisory Alpha, LLC Portfolio

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

News

Stay updated on Advisory Alpha, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email