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

Capital Analysts, LLC

  • $2.14 Billion
  • Q1 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 1,204 shares of SCHV stock, worth $89,047. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,204
Previous 965 24.77%
Holding current value
$89,047
Previous $68,000 33.82%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
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
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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