Capital Advisors Inc Schwab Strategic Tr Us Large C Transaction History

Capital Advisors Inc

  • $4.61 Billion
  • Q1 2024

A detailed history of Capital Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Advisors Inc holds 31,706 shares of SCHX stock, worth $2.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,706
Previous 27,395 15.74%
Holding current value
$2.08 Million
Previous $1.55 Million 27.31%
% of portfolio
0.04%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$55.41 - $62.08 $238,872 - $267,626
4,311 Added 15.74%
31,706 $1.97 Million
Q4 2023

Jan 29, 2024
SELL
$48.47 - $56.6 $340,356 - $397,445
-7,022 Reduced 20.4%
27,395 $1.55 Million
Q3 2023

Oct 24, 2023
BUY
$50.36 - $54.21 $248,728 - $267,743
4,939 Added 16.75%
34,417 $1.74 Million
Q2 2023

Jul 18, 2023
SELL
$47.67 - $52.37 $29,984 - $32,940
-629 Reduced 2.09%
29,478 $1.54 Million
Q1 2023

Apr 19, 2023
SELL
$44.78 - $49.41 $5,821 - $6,423
-130 Reduced 0.43%
30,107 $1.46 Million
Q4 2022

Jan 17, 2023
BUY
$44.01 - $48.16 $14,039 - $15,363
319 Added 1.07%
30,237 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-297 Reduced 0.98%
29,918 $0
Q2 2022

Jul 15, 2022
BUY
N/A
2,004 Added 7.1%
30,215 $1.35 Million
Q1 2022

May 05, 2022
BUY
N/A
13,141 Added 87.2%
28,211 $1.52 Million
Q4 2021

Jan 27, 2022
BUY
N/A
1,718 Added 12.87%
15,070 $0
Q3 2021

Oct 25, 2021
BUY
N/A
651 Added 5.13%
13,352 $1.39 Million
Q2 2021

Aug 02, 2021
SELL
N/A
-370 Reduced 2.83%
12,701 $1.32 Million
Q1 2021

May 25, 2021
BUY
N/A
1,598 Added 13.93%
13,071 $1.26 Million
Q4 2020

Feb 08, 2021
BUY
N/A
101 Added 0.89%
11,473 $0
Q3 2020

Nov 02, 2020
BUY
N/A
36 Added 0.32%
11,372 $0
Q2 2020

Aug 07, 2020
SELL
N/A
-11,280 Reduced 49.88%
11,336 $910,000
Q1 2020

May 21, 2020
BUY
N/A
22,616 New
22,616 $0
Q1 2019

May 10, 2019
SELL
N/A
-4,297 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
N/A
4,297 New
4,297 $0

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
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