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 $103,311. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,415
Previous 3,781 16.77%
Holding current value
$103,311
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email