Financial Advocates Investment Management Schwab Strategic Tr Us Large C Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Financial Advocates Investment Management holds 71,764 shares of SCHX stock, worth $1.7 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

71,764

Previous 28,286 153.71%

Holding current value

$1.7 Million

Previous $1.92 Million 13.34%

% of portfolio

0.1%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.4 - $68.28 $973,907 - $2.97 Million	43,478 Added 153.71%	71,764 $1.66 Million
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $112,320 - $124,708	1,838 Added 6.95%	28,286 $1.92 Million
Q2 2024 Jul 26, 2024	BUY	$58.7 - $64.78 $76,133 - $84,019	1,297 Added 5.16%	26,448 $1.7 Million
Q1 2024 May 01, 2024	BUY	$55.41 - $62.08 $15,514 - $17,382	280 Added 1.13%	25,151 $1.56 Million
Q4 2023 Feb 08, 2024	SELL	$48.47 - $56.6 $65,919 - $76,976	-1,360 Reduced 5.18%	24,871 $1.4 Million
Q3 2023 Oct 27, 2023	BUY	$50.36 - $54.21 $9,014 - $9,703	179 Added 0.69%	26,231 $1.33 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $4,147 - $4,556	-87 Reduced 0.33%	26,052 $1.36 Million
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $225,915 - $249,273	-5,045 Reduced 16.18%	26,139 $1.26 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $170,225 - $194,036	4,029 Added 14.84%	31,184 $1.41 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $200,527 - $241,532	-4,735 Reduced 14.85%	27,155 $1.13 Million
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $2.1 Million - $2.64 Million	-48,422 Reduced 60.29%	31,890 $1.42 Million
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $1.92 Million - $2.22 Million	38,779 Added 93.37%	80,312 $4.33 Million
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $128,452 - $141,792	-2,475 Reduced 5.62%	41,533 $4.73 Million
Q3 2021 Nov 04, 2021	BUY	$51.52 - $54.94 $33,900 - $36,150	658 Added 1.52%	44,008 $4.58 Million
Q2 2021 Aug 03, 2021	SELL	$48.62 - $52.01 $375,103 - $401,257	-7,715 Reduced 15.11%	43,350 $4.51 Million
Q1 2021 May 10, 2021	BUY	$44.9 - $48.34 $22,270 - $23,976	496 Added 0.98%	51,065 $4.68 Million
Q4 2020 Feb 12, 2021	SELL	$39.35 - $45.48 $37,421 - $43,251	-951 Reduced 1.85%	50,569 $4.58 Million
Q3 2020 Nov 04, 2020	SELL	$37.26 - $43.03 $285,672 - $329,911	-7,667 Reduced 12.95%	51,520 $4.15 Million
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $47,794 - $63,333	1,634 Added 2.84%	59,187 $4.39 Million
Q1 2020 Apr 29, 2020	SELL	$26.61 - $40.52 $908,864 - $1.38 Million	-34,155 Reduced 37.24%	57,553 $3.53 Million
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $170,895 - $191,351	4,965 Added 5.72%	91,708 $7.04 Million
Q3 2019 Nov 13, 2019	SELL	$35.28 - $36.01 $2.58 Million - $2.64 Million	-73,259 Reduced 45.79%	86,743 $6.15 Million
Q2 2019 Aug 08, 2019	BUY	N/A	4,792 Added 3.09%	160,002 $11.2 Million
Q1 2019 May 16, 2019	BUY	N/A	3,844 Added 2.54%	155,210 $10.5 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-44,646 Reduced 22.78%	151,366 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-2,053 Reduced 1.04%	196,012 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-7,387 Reduced 3.6%	198,065 $12.9 Million
Q1 2018 May 11, 2018	SELL	N/A	-1,489 Reduced 0.72%	205,452 $13 Million
Q4 2017 Feb 15, 2018	BUY	N/A	206,941	206,941 $13.2 Million

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

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Financial Advocates Investment Management Schwab Strategic Tr Us Large C Transaction History