Captrust Financial Advisors Schwab Strategic Tr Long Term Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Captrust Financial Advisors holds 6,027 shares of SCHQ stock, worth $193,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,027
Previous 6,311 4.5%
Holding current value
$193,406
Previous $207,000 1.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$32.17 - $35.98 $9,136 - $10,218
-284 Reduced 4.5%
6,027 $210,000
Q2 2024

Aug 14, 2024
BUY
$31.45 - $33.71 $198,480 - $212,743
6,311 New
6,311 $207,000
Q2 2022

Aug 23, 2022
SELL
$38.14 - $45.87 $38 - $45
-1 Reduced 5.88%
16 $1,000
Q2 2022

Aug 16, 2022
SELL
$38.14 - $45.87 $1,182 - $1,421
-31 Reduced 64.58%
17 $1,000
Q1 2022

May 16, 2022
SELL
$44.74 - $49.99 $28,007 - $31,293
-626 Reduced 92.88%
48 $2,000
Q4 2021

Feb 14, 2022
BUY
$49.25 - $53.11 $33,194 - $35,796
674 New
674 $35,000

Others Institutions Holding SCHQ

# of Institutions
104
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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