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 4,945 shares of SCHV stock, worth $375,177. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,945
Previous 0 Infinity%
Holding current value
$375,177
Previous $298,000 9.4%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Feb 01, 2023
BUY
$64.27 - $69.24 $317,815 - $342,391
4,945 New
4,945 $326,000
Q3 2022

Nov 02, 2022
SELL
N/A
-5,088 Closed
0 $298,000
Q1 2022

May 16, 2022
SELL
N/A
-26 Reduced 0.51%
5,088 $363,000
Q4 2021

Feb 22, 2022
BUY
N/A
118 Added 2.36%
5,114 $374,000
Q3 2021

Nov 08, 2021
SELL
N/A
-3,944 Reduced 44.12%
4,996 $337,000
Q2 2021

Aug 13, 2021
BUY
N/A
8,940 New
8,940 $611,000
Q1 2021

May 17, 2021
SELL
N/A
-4,970 Closed
0 $0
Q1 2020

May 11, 2020
SELL
N/A
-47 Reduced 0.94%
4,970 $220,000
Q3 2019

Nov 14, 2019
SELL
N/A
-665 Reduced 11.7%
5,017 $285,000
Q2 2019

Aug 14, 2019
SELL
N/A
-498 Reduced 8.06%
5,682 $319,000
Q1 2019

May 14, 2019
SELL
N/A
-75 Reduced 1.2%
6,180 $338,000
Q3 2018

Nov 14, 2018
BUY
N/A
688 Added 12.36%
6,255 $351,000
Q2 2018

Aug 14, 2018
SELL
N/A
-688 Reduced 11.0%
5,567 $296,000
Q1 2018

May 10, 2018
BUY
N/A
457 Added 7.88%
6,255 $331,000
Q4 2017

Feb 15, 2018
SELL
N/A
-305 Reduced 5.0%
5,798 $317,000
Q3 2017

Nov 14, 2017
SELL
N/A
-909 Reduced 12.96%
6,103 $316,000
Q2 2017

Aug 15, 2017
BUY
N/A
7,012
7,012 $352,000

Others Institutions Holding SCHV

# of Institutions
789
Shares Held
103M
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
  • Industry ETFs
More about SCHV
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