A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Capital Advisory, LLC holds 895 shares of SCHX stock, worth $57,378. This represents 0.04% of its overall portfolio holdings.

Number of Shares
895
Previous 885 1.13%
Holding current value
$57,378
Previous $42.8 Million 17.96%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$58.7 - $64.78 $587 - $647
10 Added 1.13%
895 $50.5 Million
Q1 2024

Apr 29, 2024

SELL
$55.41 - $62.08 $554 - $620
-10 Reduced 1.12%
885 $42.8 Million
Q4 2023

Apr 09, 2024

BUY
$48.47 - $56.6 $43,380 - $50,657
895 New
895 $50.5 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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

Track American Capital Advisory, LLC Portfolio

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

News

Stay updated on American Capital Advisory, LLC with notifications on news.