Capstone Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Capstone Financial Advisors, Inc.

  • $1.84 Billion
  • Q3 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 16,907 shares of SCHX stock, worth $448,711. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,907
Previous 17,567 3.76%
Holding current value
$448,711
Previous $429,000 3.73%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$24.46 - $26.5 $16,143 - $17,490
-660 Reduced 3.76%
16,907 $445,000
Q2 2025

Aug 08, 2025
BUY
$19.6 - $24.44 $28,870 - $36,000
1,473 Added 9.15%
17,567 $429,000
Q1 2025

May 09, 2025
BUY
$21.75 - $24.28 $4,698 - $5,244
216 Added 1.36%
16,094 $355,000
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $239,567 - $730,254
10,695 Added 206.35%
15,878 $368,000
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $316,733 - $351,666
5,183 New
5,183 $351,000

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
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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