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

Capital Investment Advisors, LLC

  • $4.37 Billion
  • Q2 2024

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 9,275 shares of SCHX stock, worth $615,952. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,275
Previous 9,200 0.82%
Holding current value
$615,952
Previous $570,000 4.39%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$58.7 - $64.78 $4,402 - $4,858
75 Added 0.82%
9,275 $595,000
Q1 2024

Apr 15, 2024
SELL
$55.41 - $62.08 $172,879 - $193,689
-3,120 Reduced 25.32%
9,200 $570,000
Q4 2023

Jan 05, 2024
BUY
$48.47 - $56.6 $212,783 - $248,474
4,390 Added 55.36%
12,320 $694,000
Q3 2023

Oct 16, 2023
SELL
$50.36 - $54.21 $66,525 - $71,611
-1,321 Reduced 14.28%
7,930 $401,000
Q2 2023

Jul 11, 2023
BUY
$47.67 - $52.37 $47,145 - $51,793
989 Added 11.97%
9,251 $484,000
Q1 2023

Apr 10, 2023
BUY
$44.78 - $49.41 $73,887 - $81,526
1,650 Added 24.95%
8,262 $399,000
Q4 2022

Jan 05, 2023
BUY
$42.25 - $48.16 $49,939 - $56,925
1,182 Added 21.77%
6,612 $299,000
Q3 2022

Oct 05, 2022
BUY
$42.35 - $51.01 $10,545 - $12,701
249 Added 4.81%
5,430 $230,000
Q2 2022

Jul 06, 2022
BUY
$43.35 - $54.51 $433 - $545
10 Added 0.19%
5,181 $231,000
Q1 2022

Apr 13, 2022
BUY
$49.51 - $57.27 $91,494 - $105,834
1,848 Added 55.61%
5,171 $278,000
Q4 2021

Jan 10, 2022
BUY
$51.9 - $57.29 $48,422 - $53,451
933 Added 39.04%
3,323 $378,000
Q3 2021

Oct 13, 2021
BUY
$51.52 - $54.94 $123,132 - $131,306
2,390 New
2,390 $249,000
Q4 2020

Jan 21, 2021
SELL
$39.35 - $45.48 $108,527 - $125,433
-2,758 Closed
0 $0
Q3 2020

Oct 29, 2020
BUY
$37.26 - $43.03 $1,341 - $1,549
36 Added 1.32%
2,758 $222,000
Q2 2020

Jul 20, 2020
SELL
$29.25 - $38.76 $34,661 - $45,930
-1,185 Reduced 30.33%
2,722 $202,000
Q1 2020

Apr 13, 2020
BUY
$26.61 - $40.52 $103,965 - $158,311
3,907 New
3,907 $239,000
Q1 2019

Apr 11, 2019
SELL
N/A
-4,447 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
N/A
209 Added 4.93%
4,447 $265,000
Q3 2018

Oct 15, 2018
SELL
N/A
-35 Reduced 0.82%
4,238 $295,000
Q2 2018

Jul 10, 2018
BUY
N/A
4,273 New
4,273 $278,000

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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