Capital Analysts, LLC Schwab Strategic Tr Us Large C Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Analysts, LLC holds 13,446 shares of SCHV stock, worth $357,260. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,446
Previous 3,514 282.64%
Holding current value
$357,260
Previous $282,000 24.47%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $256,146 - $798,532
9,932 Added 282.64%
13,446 $351,000
Q3 2024

Nov 13, 2024
BUY
$73.43 - $80.37 $73,503 - $80,450
1,001 Added 39.83%
3,514 $282,000
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $93,907 - $99,300
1,309 Added 108.72%
2,513 $186,000
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $16,447 - $18,159
239 Added 24.77%
1,204 $91,000
Q4 2023

Jan 30, 2024
BUY
$61.16 - $70.24 $12,843 - $14,750
210 Added 27.81%
965 $68,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $64 - $69
-1 Reduced 0.13%
755 $49,000
Q2 2023

Aug 11, 2023
SELL
$63.33 - $67.21 $11,082 - $11,761
-175 Reduced 18.8%
756 $51,000
Q1 2023

May 05, 2023
SELL
$62.59 - $69.3 $144,770 - $160,290
-2,313 Reduced 71.3%
931 $61,000
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $190,455 - $213,001
3,244 New
3,244 $212,000
Q2 2018

Aug 03, 2018
SELL
N/A
-12 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
12 New
12 $1,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email