Capital Analysts, LLC Schwab Strategic Tr 1000 Index Transaction History

Capital Analysts, LLC

$2.68 Billion
Q1 2025

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Capital Analysts, LLC holds 505 shares of SCHK stock, worth $14,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares

505

Previous 504 0.2%

Holding current value

$14,367

Previous $14,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$26.53 - $29.63 $26 - $29	1 Added 0.2%	505 $14,000
Q4 2024 Feb 14, 2025	BUY	$27.45 - $55.56 $6,944 - $14,056	253 Added 100.8%	504 $14,000
Q3 2024 Nov 13, 2024	BUY	$49.82 - $55.29 $49 - $55	1 Added 0.4%	251 $14,000
Q1 2024 May 14, 2024	BUY	$45.19 - $50.67 $45 - $50	1 Added 0.4%	250 $13,000
Q4 2023 Jan 30, 2024	BUY	$39.52 - $46.21 $39 - $46	1 Added 0.4%	249 $11,000
Q3 2023 Nov 13, 2023	BUY	$41.08 - $44.27 $41 - $44	1 Added 0.4%	248 $10,000
Q2 2023 Aug 11, 2023	BUY	$38.96 - $42.79 $38 - $42	1 Added 0.41%	247 $11,000
Q1 2023 May 05, 2023	BUY	$36.64 - $40.44 $36 - $40	1 Added 0.41%	246 $10,000
Q4 2022 Feb 08, 2023	BUY	$34.56 - $39.43 $34 - $39	1 Added 0.41%	245 $9,000
Q3 2022 Nov 14, 2022	BUY	$34.61 - $41.69 $8,444 - $10,172	244 New	244 $8,000

Others Institutions Holding SCHK

# of Institutions

215

Shares Held

70.6M

Call Options Held

3.2K

Put Options Held

8.21K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Capital Analysts, LLC Schwab Strategic Tr 1000 Index Transaction History