Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Financial Advisors, LLC

$520 Million
Q4 2024

A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisors, LLC holds 227,547 shares of SCHX stock, worth $5.35 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

227,547

Previous 73,195 210.88%

Holding current value

$5.35 Million

Previous $4.97 Million 6.2%

% of portfolio

1.01%

Previous 0.95%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.4 - $68.28 $3.46 Million - $10.5 Million	154,352 Added 210.88%	227,547 $5.27 Million
Q3 2024 Oct 16, 2024	SELL	$61.11 - $67.85 $7,272 - $8,074	-119 Reduced 0.16%	73,195 $4.97 Million
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $99,261 - $109,542	-1,691 Reduced 2.25%	73,314 $4.71 Million
Q1 2024 May 03, 2024	BUY	$55.41 - $62.08 $4,211 - $4,718	76 Added 0.1%	75,005 $4.65 Million
Q4 2023 Feb 05, 2024	SELL	$48.47 - $56.6 $53,171 - $62,090	-1,097 Reduced 1.44%	74,929 $4.23 Million
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $3,374 - $3,632	-67 Reduced 0.09%	76,026 $3.85 Million
Q2 2023 Aug 01, 2023	BUY	$47.67 - $52.37 $4,337 - $4,765	91 Added 0.12%	76,093 $3.98 Million
Q1 2023 May 04, 2023	BUY	$44.78 - $49.41 $2,686 - $2,964	60 Added 0.08%	76,002 $3.68 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $384,601 - $438,400	-9,103 Reduced 10.7%	75,942 $3.43 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $287,937 - $346,816	-6,799 Reduced 7.4%	85,045 $3.59 Million
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $94,719 - $119,104	-2,185 Reduced 2.32%	91,844 $4.1 Million
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $2.34 Million - $2.71 Million	47,318 Added 101.3%	94,029 $5.06 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $21,590 - $23,832	-416 Reduced 0.88%	46,711 $5.32 Million
Q3 2021 Nov 12, 2021	SELL	$51.52 - $54.94 $36,939 - $39,391	-717 Reduced 1.5%	47,127 $4.9 Million
Q2 2021 Aug 13, 2021	BUY	$48.62 - $52.01 $133,559 - $142,871	2,747 Added 6.09%	47,844 $4.97 Million
Q1 2021 Apr 16, 2021	SELL	$44.9 - $48.34 $70,403 - $75,797	-1,568 Reduced 3.36%	45,097 $4.33 Million
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $245,386 - $283,613	-6,236 Reduced 11.79%	46,665 $4.24 Million
Q3 2020 Nov 13, 2020	BUY	$37.26 - $43.03 $158,913 - $183,522	4,265 Added 8.77%	52,901 $4.27 Million
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $56,540 - $74,923	1,933 Added 4.14%	48,636 $3.6 Million
Q1 2020 May 15, 2020	BUY	$26.61 - $40.52 $223,657 - $340,570	8,405 Added 21.95%	46,703 $2.86 Million
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $283,620 - $317,569	8,240 Added 27.41%	38,298 $2.94 Million
Q3 2019 Nov 05, 2019	BUY	$35.28 - $36.01 $80,015 - $81,670	2,268 Added 8.16%	30,058 $2.13 Million
Q2 2019 Jul 31, 2019	BUY	N/A	2,409 Added 9.49%	27,790 $1.95 Million
Q1 2019 May 15, 2019	BUY	N/A	10,405 Added 69.48%	25,381 $1.72 Million
Q4 2018 Feb 14, 2019	BUY	N/A	14,976 New	14,976 $894,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisors, LLC with notifications on news.

Account

Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History