A detailed history of Capital Advantage, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Advantage, Inc. holds 29,348 shares of SCHX stock, worth $1.91 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
29,348
Previous 27,757 5.73%
Holding current value
$1.91 Million
Previous $1.72 Million 9.47%
% of portfolio
0.39%
Previous 0.35%

Shares

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

Jul 11, 2024

BUY
$58.7 - $64.78 $93,391 - $103,064
1,591 Added 5.73%
29,348 $1.89 Million
Q1 2024

May 14, 2024

BUY
$55.41 - $62.08 $14,240 - $15,954
257 Added 0.93%
27,757 $1.72 Million
Q4 2023

Jan 22, 2024

BUY
$48.47 - $56.6 $1,017 - $1,188
21 Added 0.08%
27,500 $1.55 Million
Q3 2023

Oct 30, 2023

BUY
$50.36 - $54.21 $12,187 - $13,118
242 Added 0.89%
27,479 $1.39 Million
Q2 2023

Aug 07, 2023

SELL
$47.67 - $52.37 $91,002 - $99,974
-1,909 Reduced 6.55%
27,237 $1.43 Million
Q1 2023

May 04, 2023

SELL
$44.78 - $49.41 $140,161 - $154,653
-3,130 Reduced 9.7%
29,146 $1.41 Million
Q4 2022

Jan 23, 2023

BUY
$44.01 - $48.16 $10,782 - $11,799
245 Added 0.76%
32,276 $0
Q3 2022

Oct 31, 2022

BUY
N/A
365 Added 1.15%
32,031 $1.36 Million
Q2 2022

Jul 21, 2022

SELL
N/A
-380 Reduced 1.19%
31,666 $1.41 Million
Q1 2022

May 10, 2022

BUY
N/A
15,944 Added 99.02%
32,046 $1.73 Million
Q4 2021

Jan 21, 2022

SELL
N/A
-541 Reduced 3.25%
16,102 $1.75 Million
Q3 2021

Oct 07, 2021

SELL
N/A
-441 Reduced 2.58%
16,643 $1.73 Million
Q2 2021

Aug 16, 2021

SELL
N/A
-428 Reduced 2.44%
17,084 $1.78 Million
Q1 2021

Apr 26, 2021

BUY
N/A
707 Added 4.21%
17,512 $1.68 Million
Q4 2020

Feb 17, 2021

SELL
N/A
-25 Reduced 0.15%
16,805 $1.52 Million
Q3 2020

Nov 12, 2020

SELL
N/A
-185 Reduced 1.09%
16,830 $1.38 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-832 Reduced 4.66%
17,015 $1.26 Million
Q1 2020

May 08, 2020

SELL
N/A
-598 Reduced 3.24%
17,847 $1.22 Million
Q4 2019

Feb 14, 2020

SELL
N/A
-1,341 Reduced 6.78%
18,445 $1.45 Million
Q3 2019

Nov 12, 2019

SELL
N/A
-1,068 Reduced 5.12%
19,786 $1.4 Million
Q1 2019

May 10, 2019

SELL
N/A
-6,863 Reduced 24.76%
20,854 $1.41 Million
Q4 2018

Feb 07, 2019

BUY
N/A
4,655 Added 20.18%
27,717 $1.66 Million
Q3 2018

Nov 01, 2018

BUY
N/A
663 Added 2.96%
23,062 $1.6 Million
Q2 2018

Aug 01, 2018

BUY
N/A
1,481 Added 7.08%
22,399 $1.46 Million
Q1 2018

May 02, 2018

BUY
N/A
2,160 Added 11.52%
20,918 $1.32 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-3,550 Reduced 15.91%
18,758 $1.2 Million
Q3 2017

Oct 30, 2017

SELL
N/A
-14 Reduced 0.06%
22,308 $1.34 Million
Q2 2017

Aug 08, 2017

BUY
N/A
22,322
22,322 $1.29 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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