Independent Advisor Alliance Schwab Strategic Tr Us Large C Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 4,415 shares of SCHX stock, worth $102,428. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,415
Previous 3,781 16.77%
Holding current value
$102,428
Previous $242,000 23.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$61.11 - $67.85 $38,743 - $43,016
634 Added 16.77%
4,415 $299,000
Q2 2024

Aug 12, 2024
SELL
$58.7 - $64.78 $57,584 - $63,549
-981 Reduced 20.6%
3,781 $242,000
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $84,906 - $91,398
-1,686 Reduced 26.15%
4,762 $240,000
Q2 2023

Jul 28, 2023
SELL
$47.67 - $52.37 $7,817 - $8,588
-164 Reduced 2.48%
6,448 $337,000
Q1 2023

May 12, 2023
SELL
$44.78 - $49.41 $4,791 - $5,286
-107 Reduced 1.59%
6,612 $319,000
Q4 2022

Feb 13, 2023
SELL
$42.25 - $48.16 $65,107 - $74,214
-1,541 Reduced 18.66%
6,719 $303,000
Q3 2022

Nov 04, 2022
BUY
$42.35 - $51.01 $64,499 - $77,688
1,523 Added 22.61%
8,260 $350,000
Q2 2022

Aug 04, 2022
SELL
$43.35 - $54.51 $18,337 - $23,057
-423 Reduced 5.91%
6,737 $301,000
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $174,522 - $201,876
3,525 Added 96.97%
7,160 $386,000
Q4 2021

Feb 11, 2022
BUY
$51.9 - $57.29 $69,961 - $77,226
1,348 Added 58.94%
3,635 $414,000
Q3 2021

Nov 01, 2021
BUY
$51.52 - $54.94 $3,967 - $4,230
77 Added 3.48%
2,287 $238,000
Q2 2021

Aug 12, 2021
SELL
$48.62 - $52.01 $55,475 - $59,343
-1,141 Reduced 34.05%
2,210 $230,000
Q1 2021

May 14, 2021
SELL
$44.9 - $48.34 $6,016 - $6,477
-134 Reduced 3.85%
3,351 $322,000
Q4 2020

Feb 11, 2021
SELL
$39.35 - $45.48 $20,107 - $23,240
-511 Reduced 12.79%
3,485 $317,000
Q3 2020

Nov 04, 2020
SELL
$37.26 - $43.03 $37,781 - $43,632
-1,014 Reduced 20.24%
3,996 $318,000
Q2 2020

Aug 06, 2020
SELL
$29.25 - $38.76 $44,606 - $59,109
-1,525 Reduced 23.34%
5,010 $397,000
Q1 2020

May 14, 2020
SELL
$26.61 - $40.52 $189,968 - $289,272
-7,139 Reduced 52.21%
6,535 $400,000
Q4 2019

Feb 07, 2020
BUY
$34.42 - $38.54 $247,514 - $277,141
7,191 Added 110.92%
13,674 $1.05 Million
Q3 2019

Nov 12, 2019
SELL
$35.28 - $36.01 $187,089 - $190,961
-5,303 Reduced 44.99%
6,483 $477,000
Q2 2019

Aug 12, 2019
SELL
N/A
-656 Reduced 5.27%
11,786 $1,000
Q1 2019

May 07, 2019
SELL
N/A
-1,393 Reduced 10.07%
12,442 $841,000
Q4 2018

Feb 12, 2019
BUY
N/A
13,835 New
13,835 $895,000

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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