Btr Capital Management Inc Schwab Strategic Tr Us Large C Transaction History

Btr Capital Management Inc

  • $641 Million
  • Q3 2022

A detailed history of Btr Capital Management Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Btr Capital Management Inc holds 7,384 shares of SCHX stock, worth $172,785. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,384
Previous 7,384 -0.0%
Holding current value
$172,785
Previous $330,000 5.15%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $123,279 - $142,602
2,490 Added 50.88%
7,384 $398,000
Q4 2021

Feb 02, 2022
SELL
$51.9 - $57.29 $5,190 - $5,729
-100 Reduced 2.0%
4,894 $557,000
Q2 2021

Aug 02, 2021
SELL
$48.62 - $52.01 $923 - $988
-19 Reduced 0.38%
4,994 $519,000
Q1 2021

Apr 08, 2021
SELL
$44.9 - $48.34 $95,053 - $102,335
-2,117 Reduced 29.69%
5,013 $481,000
Q2 2020

Jul 23, 2020
SELL
$29.25 - $38.76 $29,250 - $38,760
-1,000 Reduced 12.3%
7,130 $528,000
Q2 2019

Jul 18, 2019
SELL
N/A
-250 Reduced 2.98%
8,130 $571,000
Q1 2019

Apr 04, 2019
SELL
N/A
-1,100 Reduced 11.6%
8,380 $0
Q4 2018

Jan 23, 2019
SELL
N/A
-2,870 Reduced 23.24%
9,480 $566,000
Q3 2018

Oct 04, 2018
SELL
N/A
-1,030 Reduced 7.7%
12,350 $859,000
Q2 2018

Aug 01, 2018
BUY
N/A
88 Added 0.66%
13,380 $870,000
Q1 2018

May 01, 2018
SELL
N/A
-450 Reduced 3.27%
13,292 $838,000
Q3 2017

Oct 27, 2017
BUY
N/A
13,742
13,742 $825,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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