Capital Advisors, Ltd. LLC Schwab Strategic Tr Us Large C Transaction History

Capital Advisors, Ltd. LLC

  • $806 Million
  • Q3 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 22,007 shares of SCHX stock, worth $514,963. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,007
Previous 22,007 -0.0%
Holding current value
$514,963
Previous $1.41 Million 5.59%
% of portfolio
0.19%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
SELL
$44.78 - $49.41 $2.79 Million - $3.08 Million
-62,335 Reduced 73.91%
22,007 $1.06 Million
Q4 2022

Feb 07, 2023
BUY
$42.25 - $48.16 $2.63 Million - $3 Million
62,335 Added 283.25%
84,342 $3.81 Million
Q2 2022

Aug 05, 2022
BUY
$43.35 - $54.51 $944,683 - $1.19 Million
21,792 Added 10135.81%
22,007 $983,000
Q1 2022

May 09, 2022
SELL
$49.51 - $57.27 $451,630 - $522,416
-9,122 Reduced 97.7%
215 $13,000
Q2 2021

Aug 10, 2021
BUY
$48.62 - $52.01 $24,310 - $26,005
500 Added 5.66%
9,337 $971,000
Q1 2021

May 13, 2021
BUY
$44.9 - $48.34 $35,560 - $38,285
792 Added 9.84%
8,837 $849,000
Q3 2020

Nov 03, 2020
BUY
$37.26 - $43.03 $290,628 - $335,634
7,800 Added 3183.67%
8,045 $649,000
Q2 2020

Aug 06, 2020
BUY
$29.25 - $38.76 $3,188 - $4,224
109 Added 80.15%
245 $18,000
Q4 2019

Feb 03, 2020
BUY
$34.42 - $38.54 $4,681 - $5,241
136 New
136 $10,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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