Mc Kinley Carter Wealth Services, Inc. Schwab Strategic Tr Us Large C Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 15,894 shares of SCHX stock, worth $1.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,894
Previous 16,150 1.59%
Holding current value
$1.02 Million
Previous $910,000 8.35%
% of portfolio
0.07%
Previous 0.07%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$55.41 - $62.08 $14,184 - $15,892
-256 Reduced 1.59%
15,894 $986,000
Q4 2023

Feb 07, 2024
SELL
$48.47 - $56.6 $1,938 - $2,264
-40 Reduced 0.25%
16,150 $910,000
Q3 2023

Oct 13, 2023
SELL
$50.36 - $54.21 $14,100 - $15,178
-280 Reduced 1.7%
16,190 $819,000
Q2 2023

Aug 02, 2023
BUY
$47.67 - $52.37 $10,630 - $11,678
223 Added 1.37%
16,470 $862,000
Q1 2023

Apr 24, 2023
BUY
$44.78 - $49.41 $223 - $247
5 Added 0.03%
16,247 $785,000
Q4 2022

Feb 07, 2023
SELL
$44.01 - $48.16 $2,904 - $3,178
-66 Reduced 0.4%
16,242 $733,000
Q3 2022

Oct 24, 2022
SELL
N/A
-541 Reduced 3.21%
16,308 $691,000
Q2 2022

Jul 15, 2022
BUY
N/A
450 Added 2.74%
16,849 $752,000
Q1 2022

Apr 27, 2022
BUY
N/A
8,124 Added 98.18%
16,399 $883,000
Q4 2021

Feb 07, 2022
SELL
N/A
-226 Reduced 2.66%
8,275 $942,000
Q3 2021

Nov 03, 2021
SELL
N/A
-213 Reduced 2.44%
8,501 $884,000
Q2 2021

Aug 12, 2021
SELL
N/A
-98 Reduced 1.11%
8,714 $906,000
Q1 2021

Apr 30, 2021
SELL
N/A
-320 Reduced 3.5%
8,812 $846,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,156 Added 14.49%
9,132 $830,000
Q4 2020

Feb 12, 2021
SELL
N/A
-111 Reduced 1.37%
7,976 $725,000
Q3 2020

Oct 14, 2020
SELL
N/A
-5,286 Reduced 39.53%
8,087 $652,000
Q2 2020

Jul 20, 2020
SELL
N/A
-73 Reduced 0.54%
13,373 $991,000
Q1 2020

May 01, 2020
SELL
N/A
-7,245 Reduced 35.02%
13,446 $824,000
Q4 2019

Jan 23, 2020
BUY
N/A
1,715 Added 9.04%
20,691 $1.59 Million
Q3 2019

Nov 14, 2019
BUY
N/A
5,895 Added 45.07%
18,976 $1.35 Million
Q2 2019

Aug 02, 2019
BUY
N/A
1,489 Added 12.85%
13,081 $918,000
Q1 2019

May 08, 2019
SELL
N/A
-321 Reduced 2.69%
11,592 $784,000
Q4 2018

Feb 13, 2019
SELL
N/A
-192 Reduced 1.59%
11,913 $711,000
Q3 2018

Nov 06, 2018
SELL
N/A
-976 Reduced 7.46%
12,105 $842,000
Q2 2018

Dec 07, 2018
BUY
N/A
619 Added 4.97%
13,081 $850,000
Q1 2018

May 17, 2018
BUY
N/A
379 Added 3.14%
12,462 $786,000
Q4 2017

Jan 31, 2018
BUY
N/A
594 Added 5.17%
12,083 $771,000
Q3 2017

Oct 31, 2017
BUY
N/A
3,780 Added 49.03%
11,489 $690,000
Q2 2017

Aug 08, 2017
BUY
N/A
7,709
7,709 $445,000

Others Institutions Holding SCHX

# of Institutions
1,270
Shares Held
428M
Call Options Held
40.4K
Put Options Held
1.4K
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 Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email