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

Financial Advisors, LLC

  • $482 Million
  • Q1 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 75,005 shares of SCHX stock, worth $4.91 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
75,005
Previous 74,929 0.1%
Holding current value
$4.91 Million
Previous $4.23 Million 10.15%
% of portfolio
0.96%
Previous 0.95%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $400,623 - $438,400
-9,103 Reduced 10.7%
75,942 $3.43 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-6,799 Reduced 7.4%
85,045 $3.59 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-2,185 Reduced 2.32%
91,844 $4.1 Million
Q1 2022

May 12, 2022
BUY
N/A
47,318 Added 101.3%
94,029 $5.06 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-416 Reduced 0.88%
46,711 $5.32 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-717 Reduced 1.5%
47,127 $4.9 Million
Q2 2021

Aug 13, 2021
BUY
N/A
2,747 Added 6.09%
47,844 $4.97 Million
Q1 2021

Apr 16, 2021
SELL
N/A
-1,568 Reduced 3.36%
45,097 $4.33 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-6,236 Reduced 11.79%
46,665 $4.24 Million
Q3 2020

Nov 13, 2020
BUY
N/A
4,265 Added 8.77%
52,901 $4.27 Million
Q2 2020

Aug 14, 2020
BUY
N/A
1,933 Added 4.14%
48,636 $3.6 Million
Q1 2020

May 15, 2020
BUY
N/A
8,405 Added 21.95%
46,703 $2.86 Million
Q4 2019

Feb 13, 2020
BUY
N/A
8,240 Added 27.41%
38,298 $2.94 Million
Q3 2019

Nov 05, 2019
BUY
N/A
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
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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More about SCHX
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