Colorado Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Colorado Capital Management, Inc.

  • $173 Million
  • Q1 2024

A detailed history of Colorado Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 23,929 shares of SCHX stock, worth $1.57 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
23,929
Previous 4,514 430.11%
Holding current value
$1.57 Million
Previous $254,000 484.65%
% of portfolio
0.86%
Previous 0.17%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$55.41 - $62.08 $1.08 Million - $1.21 Million
19,415 Added 430.11%
23,929 $1.49 Million
Q2 2023

Jul 12, 2023
SELL
$47.67 - $52.37 $75,795 - $83,268
-1,590 Reduced 26.05%
4,514 $236,000
Q4 2022

Jan 17, 2023
SELL
$44.01 - $48.16 $2,024 - $2,215
-46 Reduced 0.75%
6,104 $274,000
Q3 2022

Oct 18, 2022
BUY
N/A
20 Added 0.33%
6,150 $260,000
Q2 2022

Jul 29, 2022
SELL
N/A
-102 Reduced 1.64%
6,130 $274,000
Q1 2022

Apr 15, 2022
BUY
N/A
3,166 Added 103.26%
6,232 $335,000
Q4 2021

Jan 28, 2022
SELL
N/A
-145 Reduced 4.52%
3,066 $350,000
Q1 2021

Apr 21, 2021
SELL
N/A
-1,478 Reduced 31.52%
3,211 $308,000
Q4 2020

Feb 01, 2021
SELL
N/A
-401 Reduced 7.88%
4,689 $426,000
Q3 2020

Oct 30, 2020
SELL
N/A
-430 Reduced 7.79%
5,090 $411,000
Q2 2020

Jul 21, 2020
SELL
N/A
-888 Reduced 13.86%
5,520 $407,000
Q1 2020

May 08, 2020
SELL
N/A
-768 Reduced 10.7%
6,408 $392,000
Q4 2019

Jan 23, 2020
SELL
N/A
-247 Reduced 3.33%
7,176 $551,000
Q3 2019

Oct 18, 2019
SELL
N/A
-154 Reduced 2.03%
7,423 $526,000
Q2 2019

Jul 12, 2019
SELL
N/A
-926 Reduced 10.89%
7,577 $532,000
Q1 2019

Apr 30, 2019
SELL
N/A
-366 Reduced 4.13%
8,503 $574,000
Q4 2018

Jan 16, 2019
SELL
N/A
-4,606 Reduced 34.18%
8,869 $529,000
Q3 2018

Oct 22, 2018
SELL
N/A
-2,921 Reduced 17.82%
13,475 $937,000
Q2 2018

Jul 23, 2018
SELL
N/A
-1,928 Reduced 10.52%
16,396 $1.07 Million
Q1 2018

Apr 20, 2018
BUY
N/A
3,717 Added 25.45%
18,324 $1.16 Million
Q4 2017

Jan 12, 2018
BUY
N/A
1,944 Added 15.35%
14,607 $931,000
Q3 2017

Oct 18, 2017
BUY
N/A
12,663
12,663 $760,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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