Cambridge Advisors Inc. Schwab Strategic Tr Us Large C Transaction History

Cambridge Advisors Inc.

  • $433 Million
  • Q4 2024

A detailed history of Cambridge Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cambridge Advisors Inc. holds 40,362 shares of SCHX stock, worth $958,597. This represents 0.22% of its overall portfolio holdings.

Number of Shares
40,362
Previous 13,454 200.0%
Holding current value
$958,597
Previous $912,000 2.52%
% of portfolio
0.22%
Previous 0.2%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$22.4 - $68.28 $602,739 - $1.84 Million
26,908 Added 200.0%
40,362 $935,000
Q3 2024

Oct 23, 2024
SELL
$61.11 - $67.85 $21,999 - $24,425
-360 Reduced 2.61%
13,454 $912,000
Q2 2024

Jul 11, 2024
BUY
$58.7 - $64.78 $117 - $129
2 Added 0.01%
13,814 $887,000
Q1 2024

Apr 16, 2024
BUY
$55.41 - $62.08 $4,155 - $4,656
75 Added 0.55%
13,812 $857,000
Q4 2023

Jan 16, 2024
SELL
$48.47 - $56.6 $872 - $1,018
-18 Reduced 0.13%
13,737 $774,000
Q3 2023

Oct 18, 2023
BUY
$50.36 - $54.21 $38,525 - $41,470
765 Added 5.89%
13,755 $696,000
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $258,848 - $284,369
5,430 Added 71.83%
12,990 $680,000
Q1 2023

Apr 13, 2023
SELL
$44.78 - $49.41 $23,643 - $26,088
-528 Reduced 6.53%
7,560 $365,000
Q4 2022

Jan 23, 2023
BUY
$42.25 - $48.16 $23,448 - $26,728
555 Added 7.37%
8,088 $0
Q3 2022

Oct 17, 2022
BUY
$42.35 - $51.01 $104,604 - $125,994
2,470 Added 48.79%
7,533 $319,000
Q2 2022

Jul 18, 2022
BUY
$43.35 - $54.51 $1,343 - $1,689
31 Added 0.62%
5,063 $226,000
Q1 2022

May 05, 2022
BUY
$49.51 - $57.27 $129,518 - $149,818
2,616 Added 108.28%
5,032 $271,000
Q4 2021

Jan 14, 2022
SELL
$51.9 - $57.29 $16,089 - $17,759
-310 Reduced 11.37%
2,416 $275,000
Q3 2021

Oct 19, 2021
SELL
$51.52 - $54.94 $824 - $879
-16 Reduced 0.58%
2,726 $284,000
Q2 2021

Jul 21, 2021
BUY
$48.62 - $52.01 $5,396 - $5,773
111 Added 4.22%
2,742 $285,000
Q1 2021

Apr 22, 2021
SELL
$44.9 - $48.34 $583 - $628
-13 Reduced 0.49%
2,631 $253,000
Q3 2020

Oct 15, 2020
BUY
$37.26 - $43.03 $98,515 - $113,771
2,644 New
2,644 $213,000
Q2 2019

Jul 26, 2019
SELL
N/A
-3,002 Closed
0 $0
Q1 2019

Apr 16, 2019
BUY
N/A
3,002 New
3,002 $203,000
Q4 2018

Jan 29, 2019
SELL
N/A
-2,896 Closed
0 $0
Q3 2018

Oct 24, 2018
BUY
N/A
2,896 New
2,896 $201,000

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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