Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 5,572 shares of SCHG stock, worth $579,989. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,572
Previous 0 Infinity%
Holding current value
$579,989
Previous $318,000 2.83%
% of portfolio
0.12%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$54.31 - $60.76 $302,615 - $338,554
5,572 New
5,572 $309,000
Q3 2022

Nov 02, 2022
SELL
N/A
-5,702 Closed
0 $318,000
Q1 2022

May 16, 2022
BUY
N/A
2,698 Added 89.81%
5,702 $427,000
Q4 2021

Feb 22, 2022
BUY
N/A
203 Added 7.25%
3,004 $492,000
Q3 2021

Nov 08, 2021
SELL
N/A
-1,125 Reduced 28.66%
2,801 $415,000
Q2 2021

Aug 13, 2021
BUY
N/A
3,926 New
3,926 $573,000
Q1 2021

May 17, 2021
SELL
N/A
-2,876 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
N/A
-17 Reduced 0.59%
2,876 $369,000
Q3 2020

Nov 12, 2020
SELL
N/A
-215 Reduced 6.92%
2,893 $333,000
Q2 2020

Aug 13, 2020
SELL
N/A
-117 Reduced 3.63%
3,108 $316,000
Q2 2019

Aug 14, 2019
SELL
N/A
-252 Reduced 7.25%
3,225 $268,000
Q1 2019

May 14, 2019
SELL
N/A
-830 Reduced 19.27%
3,477 $276,000
Q3 2018

Nov 14, 2018
BUY
N/A
209 Added 5.1%
4,307 $353,000
Q2 2018

Aug 14, 2018
SELL
N/A
-499 Reduced 10.85%
4,098 $311,000
Q1 2018

May 10, 2018
SELL
N/A
-44 Reduced 0.95%
4,597 $330,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,067 Reduced 18.69%
4,641 $307,000
Q2 2017

Aug 15, 2017
BUY
N/A
5,708
5,708 $361,000

Others Institutions Holding SCHG

# of Institutions
1,194
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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