Financial Advisory Service, Inc. Schwab Strategic Tr Us Large C Transaction History

Financial Advisory Service, Inc.

$1.15 Billion
Q1 2025

A detailed history of Financial Advisory Service, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 94,056 shares of SCHX stock, worth $2.06 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

94,056

Previous 94,471 0.44%

Holding current value

$2.06 Million

Previous $2.19 Million 5.16%

% of portfolio

0.18%

Previous 0.2%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$21.75 - $24.28 $9,026 - $10,076	-415 Reduced 0.44%	94,056 $2.08 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $1.38 Million - $4.22 Million	61,741 Added 188.64%	94,471 $2.19 Million
Q3 2024 Oct 17, 2024	SELL	$61.11 - $67.85 $133,769 - $148,523	-2,189 Reduced 6.27%	32,730 $2.22 Million
Q2 2024 Jul 29, 2024	SELL	$58.7 - $64.78 $116,226 - $128,264	-1,980 Reduced 5.37%	34,919 $2.24 Million
Q1 2024 Apr 29, 2024	SELL	$55.41 - $62.08 $26,208 - $29,363	-473 Reduced 1.27%	36,899 $2.29 Million
Q4 2023 Jan 23, 2024	SELL	$48.47 - $56.6 $292,952 - $342,090	-6,044 Reduced 13.92%	37,372 $2.11 Million
Q3 2023 Oct 23, 2023	SELL	$50.36 - $54.21 $46,784 - $50,361	-929 Reduced 2.09%	43,416 $2.2 Million
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $53,295 - $58,549	-1,118 Reduced 2.46%	44,345 $2.32 Million
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $1.71 Million - $1.88 Million	-38,105 Reduced 45.6%	45,463 $2.2 Million
Q4 2022 Feb 01, 2023	SELL	$42.25 - $48.16 $6.9 Million - $7.86 Million	-163,240 Reduced 66.14%	83,568 $3.77 Million
Q3 2022 Oct 20, 2022	BUY	$42.35 - $51.01 $337,868 - $406,957	7,978 Added 3.34%	246,808 $10.5 Million
Q2 2022 Aug 02, 2022	BUY	$43.35 - $54.51 $198,282 - $249,328	4,574 Added 1.95%	238,830 $10.7 Million
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $5.91 Million - $6.83 Million	119,282 Added 103.75%	234,256 $12.6 Million
Q4 2021 Feb 11, 2022	SELL	$51.9 - $57.29 $41,468 - $45,774	-799 Reduced 0.69%	114,974 $13.1 Million
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $119,629 - $127,570	2,322 Added 2.05%	115,773 $12 Million
Q2 2021 Jul 29, 2021	BUY	$48.62 - $52.01 $106,915 - $114,369	2,199 Added 1.98%	113,451 $11.8 Million
Q1 2021 May 17, 2021	BUY	$44.9 - $48.34 $240,798 - $259,247	5,363 Added 5.06%	111,252 $10.7 Million
Q4 2020 Feb 10, 2021	BUY	$39.35 - $45.48 $949,909 - $1.1 Million	24,140 Added 29.53%	105,889 $9.63 Million
Q3 2020 Nov 16, 2020	BUY	$37.26 - $43.03 $201,837 - $233,093	5,417 Added 7.1%	81,749 $6.59 Million
Q2 2020 Jul 21, 2020	BUY	$29.25 - $38.76 $159,149 - $210,893	5,441 Added 7.68%	76,332 $5.66 Million
Q1 2020 May 14, 2020	BUY	$26.61 - $40.52 $121,181 - $184,528	4,554 Added 6.86%	70,891 $4.34 Million
Q4 2019 Jan 31, 2020	BUY	$34.42 - $38.54 $182,150 - $203,953	5,292 Added 8.67%	66,337 $5.1 Million
Q3 2019 Nov 06, 2019	BUY	$35.28 - $36.01 $35,209 - $35,937	998 Added 1.66%	61,045 $4.33 Million
Q2 2019 Jul 25, 2019	BUY	N/A	1,718 Added 2.95%	60,047 $4.22 Million
Q1 2019 May 13, 2019	BUY	N/A	1,776 Added 3.14%	58,329 $3.94 Million
Q4 2018 Feb 08, 2019	BUY	N/A	254 Added 0.45%	56,553 $3.38 Million
Q3 2018 Nov 05, 2018	BUY	N/A	1,794 Added 3.29%	56,299 $3.92 Million
Q2 2018 Jul 26, 2018	BUY	N/A	2,935 Added 5.69%	54,505 $3.54 Million
Q1 2018 May 02, 2018	BUY	N/A	1,732 Added 3.48%	51,570 $3.25 Million
Q4 2017 Jan 29, 2018	BUY	N/A	2,749 Added 5.84%	49,838 $3.18 Million
Q3 2017 Oct 19, 2017	BUY	N/A	47,089	47,089 $2.83 Million

Others Institutions Holding SCHX

# of Institutions

1,493

Shares Held

1.1B

Call Options Held

71.4K

Put Options Held

4.2K

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Financial Advisory Service, Inc. Schwab Strategic Tr Us Large C Transaction History