Capital Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Capital Investment Advisors, LLC

  • $4.79 Billion
  • Q3 2024

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 4,625 shares of SCHA stock, worth $121,221. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,625
Previous 4,680 1.18%
Holding current value
$121,221
Previous $222,000 7.21%
% of portfolio
0.0%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$46.9 - $51.96 $2,579 - $2,857
-55 Reduced 1.18%
4,625 $238,000
Q2 2024

Jul 12, 2024
BUY
$45.24 - $49.04 $14,793 - $16,036
327 Added 7.51%
4,680 $222,000
Q1 2024

Apr 15, 2024
SELL
$44.84 - $49.24 $69,950 - $76,814
-1,560 Reduced 26.38%
4,353 $214,000
Q4 2023

Jan 05, 2024
BUY
$38.13 - $48.02 $5,490 - $6,914
144 Added 2.5%
5,913 $279,000
Q3 2023

Oct 16, 2023
BUY
$40.85 - $46.1 $17,769 - $20,053
435 Added 8.16%
5,769 $238,000
Q2 2023

Jul 11, 2023
BUY
$39.91 - $43.82 $17,320 - $19,017
434 Added 8.86%
5,334 $233,000
Q1 2023

Apr 10, 2023
SELL
$39.82 - $46.36 $61,561 - $71,672
-1,546 Reduced 23.98%
4,900 $205,000
Q4 2022

Jan 05, 2023
BUY
$38.25 - $43.54 $246,559 - $280,658
6,446 New
6,446 $261,000
Q1 2022

Apr 13, 2022
SELL
$44.42 - $51.73 $90,172 - $105,011
-2,030 Closed
0 $0
Q4 2021

Jan 10, 2022
BUY
$48.64 - $55.07 $98,739 - $111,792
2,030 New
2,030 $208,000
Q2 2019

Jul 17, 2019
SELL
N/A
-3,113 Closed
0 $0
Q1 2019

Apr 11, 2019
SELL
N/A
-346 Reduced 10.0%
3,113 $218,000
Q4 2018

Jan 17, 2019
BUY
N/A
556 Added 19.15%
3,459 $210,000
Q3 2018

Oct 15, 2018
SELL
N/A
-82 Reduced 2.75%
2,903 $221,000
Q2 2018

Jul 10, 2018
BUY
N/A
2,985 New
2,985 $220,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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