Fin Trust Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,159 shares of SCHV stock, worth $33,413. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,159
Previous 1,026 12.96%
Holding current value
$33,413
Previous $76,000 22.37%
% of portfolio
0.02%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$73.43 - $80.37 $9,766 - $10,689
133 Added 12.96%
1,159 $93,000
Q2 2024

Jul 24, 2024
SELL
$71.74 - $75.86 $11,621 - $12,289
-162 Reduced 13.64%
1,026 $76,000
Q1 2024

May 02, 2024
BUY
$68.82 - $75.98 $137 - $151
2 Added 0.17%
1,188 $90,000
Q4 2023

Feb 13, 2024
BUY
$61.16 - $70.24 $183 - $210
3 Added 0.25%
1,186 $83,000
Q3 2023

Oct 24, 2023
SELL
$64.45 - $69.39 $13,921 - $14,988
-216 Reduced 15.44%
1,183 $76,000
Q4 2022

Feb 14, 2023
SELL
$59.13 - $69.24 $6,326 - $7,408
-107 Reduced 7.1%
1,399 $92,000
Q3 2022

Oct 20, 2022
BUY
$58.51 - $69.02 $234 - $276
4 Added 0.27%
1,506 $93,000
Q2 2022

Jul 26, 2022
SELL
$60.93 - $72.3 $17,730 - $21,039
-291 Reduced 16.23%
1,502 $97,000
Q1 2022

May 03, 2022
BUY
$67.71 - $74.19 $203 - $222
3 Added 0.17%
1,793 $128,000
Q4 2021

Feb 14, 2022
SELL
$67.9 - $73.3 $34,153 - $36,869
-503 Reduced 21.94%
1,790 $131,000
Q3 2021

Nov 16, 2021
SELL
$66.91 - $71.05 $19,069 - $20,249
-285 Reduced 11.06%
2,293 $155,000
Q2 2021

Aug 16, 2021
SELL
$65.81 - $69.75 $93,516 - $99,114
-1,421 Reduced 35.53%
2,578 $176,000
Q1 2021

May 17, 2021
SELL
$58.71 - $65.66 $14,442 - $16,152
-246 Reduced 5.8%
3,999 $261,000
Q4 2020

Feb 16, 2021
SELL
$50.83 - $59.53 $7,675 - $8,989
-151 Reduced 3.43%
4,245 $253,000
Q3 2020

Nov 10, 2020
SELL
$49.44 - $54.86 $22,742 - $25,235
-460 Reduced 9.47%
4,396 $229,000
Q2 2020

Sep 11, 2020
BUY
$42.21 - $55.29 $204,971 - $268,488
4,856 New
4,856 $243,000
Q2 2020

Aug 14, 2020
SELL
$42.21 - $55.29 $225,570 - $295,469
-5,344 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$38.4 - $61.03 $499 - $793
13 Added 0.24%
5,344 $237,000
Q4 2019

Jan 23, 2020
SELL
$54.73 - $60.25 $11,055 - $12,170
-202 Reduced 3.65%
5,331 $321,000
Q3 2019

Oct 29, 2019
SELL
$56.56 - $57.5 $14,309 - $14,547
-253 Reduced 4.37%
5,533 $314,000
Q2 2019

Aug 01, 2019
SELL
N/A
-940 Reduced 13.98%
5,786 $325,000
Q1 2019

May 09, 2019
SELL
N/A
-94 Reduced 1.38%
6,726 $368,000
Q4 2018

Feb 11, 2019
BUY
N/A
6,820 New
6,820 $336,000

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
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More about SCHV
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