Affinity Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Affinity Capital Advisors, LLC

  • $637 Million
  • Q3 2025

A detailed history of Affinity Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 9,388 shares of SCHX stock, worth $245,590. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,388
Previous 9,388 -0.0%
Holding current value
$245,590
Previous $229,000 7.86%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$19.6 - $24.44 $184,004 - $229,442
9,388 New
9,388 $229,000
Q1 2021

Apr 19, 2021
SELL
$44.9 - $48.34 $113,462 - $122,155
-2,527 Closed
0 $0
Q4 2020

Jan 27, 2021
SELL
$39.35 - $45.48 $15,110 - $17,464
-384 Reduced 13.19%
2,527 $230,000
Q3 2020

Nov 13, 2020
SELL
$37.26 - $43.03 $2,496 - $2,883
-67 Reduced 2.25%
2,911 $235,000
Q2 2020

Jul 16, 2020
BUY
$29.25 - $38.76 $146 - $193
5 Added 0.17%
2,978 $221,000
Q1 2020

Apr 23, 2020
SELL
$26.61 - $40.52 $54,949 - $83,673
-2,065 Reduced 40.99%
2,973 $203,000
Q4 2019

Apr 23, 2020
BUY
$34.42 - $38.54 $173,407 - $194,164
5,038 New
5,038 $387,000

Others Institutions Holding SCHX

# of Institutions
1,569
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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