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

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025

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 46,988 shares of SCHX stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
46,988
Previous 47,444 0.96%
Holding current value
$1.1 Million
Previous $1.1 Million 5.64%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$21.75 - $24.28 $9,918 - $11,071
-456 Reduced 0.96%
46,988 $1.04 Million
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $616,112 - $1.88 Million
27,505 Added 137.95%
47,444 $1.1 Million
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $749,697 - $832,383
12,268 Added 159.93%
19,939 $1.35 Million
Q2 2024

Aug 14, 2024
BUY
$58.7 - $64.78 $295,965 - $326,620
5,042 Added 191.78%
7,671 $493,000
Q1 2024

May 14, 2024
BUY
$55.41 - $62.08 $84,998 - $95,230
1,534 Added 140.09%
2,629 $163,000
Q4 2023

Jan 30, 2024
BUY
$48.47 - $56.6 $193 - $226
4 Added 0.37%
1,095 $62,000
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $201 - $216
4 Added 0.37%
1,091 $55,000
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $190 - $209
4 Added 0.37%
1,087 $57,000
Q1 2023

May 05, 2023
BUY
$44.78 - $49.41 $179 - $197
4 Added 0.37%
1,083 $52,000
Q4 2022

Feb 08, 2023
BUY
$42.25 - $48.16 $211 - $240
5 Added 0.47%
1,079 $49,000
Q3 2022

Nov 14, 2022
BUY
$42.35 - $51.01 $45,483 - $54,784
1,074 New
1,074 $45,000
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $4,220 - $4,543
-94 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $3,698 - $4,275
94 New
94 $9,000

Others Institutions Holding SCHX

# of Institutions
1,497
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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