Dana Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Dana Investment Advisors, Inc.

$2.99 Billion
Q3 2024

A detailed history of Dana Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 6,553 shares of SCHX stock, worth $153,340. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,553

Previous 5,946 10.21%

Holding current value

$153,340

Previous $382,000 16.23%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $37,093 - $41,184	607 Added 10.21%	6,553 $444,000
Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $30,113 - $33,232	513 Added 9.44%	5,946 $382,000
Q1 2024 May 15, 2024	BUY	$55.41 - $62.08 $2,825 - $3,166	51 Added 0.95%	5,433 $337,000
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $10,857 - $12,678	224 Added 4.34%	5,382 $303,000
Q2 2023 Aug 15, 2023	BUY	$47.67 - $52.37 $245,881 - $270,124	5,158 New	5,158 $270,000
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $60,169 - $75,659	1,388 Added 36.78%	5,162 $231,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $89,712 - $103,773	1,812 Added 92.35%	3,774 $203,000
Q4 2021 Feb 09, 2022	BUY	$51.9 - $57.29 $101,827 - $112,402	1,962 New	1,962 $223,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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Dana Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History