Capital Advantage, Inc. Incresed Positions in Q3 2024

Capital Advantage, Inc.

  • $520 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
486K
+ 60.22%
$79.29 - $84.02 $38.6M - $40.9M
1.29M $108M
FNDF
Schwab Fundamental Intl Large

ETFs
81.9K
+ 6.09%
$33.67 - $37.71 $2.76M - $3.09M
1.43M $53.3M
UPST
Upstart Holdings, Inc.

Financial Services
105K
+ 736.17%
$22.9 - $44.11 $2.4M - $4.63M
119K $4.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
59.8K
+ 37.25%
$36.98 - $41.55 $2.21M - $2.48M
220K $9.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.1K
+ 3.04%
$77.02 - $85.06 $624K - $689K
274K $23.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30.3K
+ 25.35%
$60.84 - $67.51 $1.84M - $2.04M
150K $10.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.58K
+ 53.57%
$162.64 - $179.3 $1.39M - $1.54M
24.6K $4.41M
VB
Vanguard Small Cap ETF

ETFs
4.87K
+ 23.63%
$214.77 - $237.72 $1.05M - $1.16M
25.5K $6.04M
VO
Vanguard Mid Cap ETF

ETFs
3.17K
+ 17.32%
$237.84 - $263.83 $753K - $836K
21.5K $5.66M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.7K
+ 37.53%
$84.77 - $97.13 $992K - $1.14M
42.9K $4.11M
FNDA
Schwab Fundamental U S Small C

ETFs
13.3K
+ 45.31%
$54.26 - $60.01 $724K - $800K
42.8K $2.55M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.1K
+ 57.01%
$32.65 - $36.69 $428K - $481K
36.1K $1.31M
PAVE
Global X Fds Us Infrastructure

ETFs
4.47K
+ 5.33%
$36.39 - $41.16 $163K - $184K
88.5K $3.64M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.42K
+ 2.48%
$75.32 - $84.37 $107K - $120K
58.9K $4.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.54K
+ 12.06%
$61.11 - $67.85 $216K - $240K
32.9K $2.23M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.26K
+ 22.5%
$55.06 - $62.25 $124K - $141K
12.3K $756K
VIG
Vanguard Dividend Appreciation

ETFs
757
+ 0.64%
$182.15 - $182.15 $138K - $138K
119K $21.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
522
+ 4.78%
$46.9 - $51.96 $24.5K - $27.1K
11.4K $589K
AMD
Advanced Micro Devices Inc

Technology
11
+ 0.04%
$128.67 - $183.96 $1.42K - $2.02K
28.3K $4.65M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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