Capital Analysts, LLC Schwab Strategic Tr 1000 Index Transaction History

Capital Analysts, LLC

$3 Billion
Q2 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 507 shares of SCHK stock, worth $16,163. This represents 0.0% of its overall portfolio holdings.

Number of Shares

507

Previous 505 0.4%

Holding current value

$16,163

Previous $14,000 7.14%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$23.87 - $29.82 $47 - $59	2 Added 0.4%	507 $15,000
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

237

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC Schwab Strategic Tr 1000 Index Transaction History