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

Capital Investment Advisory Services, LLC

  • $1.04 Billion
  • Q1 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 14,610 shares of SCHX stock, worth $334,861. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,610
Previous 12,173 20.02%
Holding current value
$334,861
Previous $282,000 14.18%
% of portfolio
0.03%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$21.75 - $24.28 $53,004 - $59,170
2,437 Added 20.02%
14,610 $322,000
Q4 2024

Jan 23, 2025
BUY
$22.4 - $68.28 $179,043 - $545,762
7,993 Added 191.22%
12,173 $282,000
Q3 2024

Oct 30, 2024
BUY
$61.11 - $67.85 $4,888 - $5,428
80 Added 1.95%
4,180 $283,000
Q2 2024

Aug 14, 2024
SELL
$58.7 - $64.78 $30,113 - $33,232
-513 Reduced 11.12%
4,100 $263,000
Q1 2024

Apr 25, 2024
SELL
$55.41 - $62.08 $13,575 - $15,209
-245 Reduced 5.04%
4,613 $286,000
Q4 2023

Feb 01, 2024
BUY
$48.47 - $56.6 $10,566 - $12,338
218 Added 4.7%
4,858 $273,000
Q3 2023

Nov 02, 2023
SELL
$50.36 - $54.21 $12,287 - $13,227
-244 Reduced 5.0%
4,640 $234,000
Q2 2023

Jul 28, 2023
SELL
$47.67 - $52.37 $10,344 - $11,364
-217 Reduced 4.25%
4,884 $255,000
Q1 2023

Apr 21, 2023
SELL
$44.78 - $49.41 $25,345 - $27,966
-566 Reduced 9.99%
5,101 $246,000
Q4 2022

Feb 03, 2023
SELL
$42.25 - $48.16 $4,901 - $5,586
-116 Reduced 2.01%
5,667 $255,000
Q3 2022

Oct 26, 2022
BUY
$42.35 - $51.01 $2,837 - $3,417
67 Added 1.17%
5,783 $245,000
Q2 2022

Jul 22, 2022
BUY
$43.35 - $54.51 $867 - $1,090
20 Added 0.35%
5,716 $255,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $143,826 - $166,369
2,905 Added 104.08%
5,696 $307,000
Q4 2021

Feb 01, 2022
BUY
$51.9 - $57.29 $2,854 - $3,150
55 Added 2.01%
2,791 $318,000
Q3 2021

Oct 28, 2021
BUY
$51.52 - $54.94 $74,910 - $79,882
1,454 Added 113.42%
2,736 $285,000
Q2 2021

Jul 27, 2021
SELL
$48.62 - $52.01 $32,672 - $34,950
-672 Reduced 34.39%
1,282 $133,000
Q1 2021

May 05, 2021
BUY
$44.9 - $48.34 $30,172 - $32,484
672 Added 52.42%
1,954 $188,000
Q3 2020

Oct 19, 2020
SELL
$37.26 - $43.03 $1,006 - $1,161
-27 Reduced 2.06%
1,282 $103,000
Q2 2020

Aug 05, 2020
SELL
$29.25 - $38.76 $8,336 - $11,046
-285 Reduced 17.88%
1,309 $97,000
Q1 2020

Apr 28, 2020
BUY
$26.61 - $40.52 $21,607 - $32,902
812 Added 103.84%
1,594 $98,000
Q3 2019

Oct 17, 2019
SELL
$35.28 - $36.01 $27,553 - $28,123
-781 Reduced 49.97%
782 $55,000
Q4 2018

Feb 04, 2019
BUY
N/A
1,563 New
1,563 $93,000

Others Institutions Holding SCHX

# of Institutions
1,496
Shares Held
1.14B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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