Capital Directions Investment Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 2,496 shares of SCHC stock, worth $90,080. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,496

Previous 0 Infinity%

Holding current value

$90,080

Previous $232,000 66.38%

% of portfolio

0.03%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	BUY	$29.55 - $32.98 $73,756 - $82,318	2,496 New	2,496 $78,000
Q3 2022 Nov 02, 2022	SELL	N/A	-14,982 Closed	0 $232,000
Q2 2022 Jul 26, 2022	BUY	N/A	538 Added 3.72%	14,982 $468,000
Q4 2021 Feb 22, 2022	BUY	N/A	12,107 Added 518.06%	14,444 $591,000
Q2 2021 Aug 13, 2021	BUY	N/A	2,337 New	2,337 $97,000

Q1 2021 May 17, 2021	SELL	N/A	-774 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	N/A	-715 Reduced 48.02%	774 $23,000
Q4 2018 Feb 15, 2019	BUY	N/A	368 Added 32.83%	1,489 $43,000
Q3 2018 Nov 14, 2018	BUY	N/A	273 Added 32.19%	1,121 $40,000
Q2 2018 Aug 14, 2018	SELL	N/A	-347 Reduced 29.04%	848 $31,000
Q3 2017 Nov 14, 2017	SELL	N/A	-173 Reduced 12.65%	1,195 $43,000
Q2 2017 Aug 15, 2017	BUY	N/A	1,368	1,368 $46,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.2M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Account

Capital Directions Investment Advisors, LLC Schwab Strategic Tr Intl Small Transaction History