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

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

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 42,375 shares of SCHX stock, worth $929,283. This represents 0.06% of its overall portfolio holdings.

Number of Shares
42,375
Previous 46,161 8.2%
Holding current value
$929,283
Previous $1.07 Million 13.08%
% of portfolio
0.06%
Previous 0.07%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$21.75 - $24.28 $82,345 - $91,924
-3,786 Reduced 8.2%
42,375 $930,000
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $671,955 - $2.05 Million
29,998 Added 185.6%
46,161 $1.07 Million
Q3 2024

Oct 15, 2024
BUY
$61.11 - $67.85 $71,743 - $79,655
1,174 Added 7.83%
16,163 $1.1 Million
Q2 2024

Aug 09, 2024
SELL
$58.7 - $64.78 $53,123 - $58,625
-905 Reduced 5.69%
14,989 $963,000
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
$42.25 - $48.16 $2,788 - $3,178
-66 Reduced 0.4%
16,242 $733,000
Q3 2022

Oct 24, 2022
SELL
$42.35 - $51.01 $22,911 - $27,596
-541 Reduced 3.21%
16,308 $691,000
Q2 2022

Jul 15, 2022
BUY
$43.35 - $54.51 $19,507 - $24,529
450 Added 2.74%
16,849 $752,000
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $402,219 - $465,261
8,124 Added 98.18%
16,399 $883,000
Q4 2021

Feb 07, 2022
SELL
$51.9 - $57.29 $11,729 - $12,947
-226 Reduced 2.66%
8,275 $942,000
Q3 2021

Nov 03, 2021
SELL
$51.52 - $54.94 $10,973 - $11,702
-213 Reduced 2.44%
8,501 $884,000
Q2 2021

Aug 12, 2021
SELL
$48.62 - $52.01 $4,764 - $5,096
-98 Reduced 1.11%
8,714 $906,000
Q1 2021

Apr 30, 2021
SELL
$44.9 - $48.34 $14,368 - $15,468
-320 Reduced 3.5%
8,812 $846,000
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $45,488 - $52,574
1,156 Added 14.49%
9,132 $830,000
Q4 2020

Feb 12, 2021
SELL
$39.35 - $45.48 $4,367 - $5,048
-111 Reduced 1.37%
7,976 $725,000
Q3 2020

Oct 14, 2020
SELL
$37.26 - $43.03 $196,956 - $227,456
-5,286 Reduced 39.53%
8,087 $652,000
Q2 2020

Jul 20, 2020
SELL
$29.25 - $38.76 $2,135 - $2,829
-73 Reduced 0.54%
13,373 $991,000
Q1 2020

May 01, 2020
SELL
$26.61 - $40.52 $192,789 - $293,567
-7,245 Reduced 35.02%
13,446 $824,000
Q4 2019

Jan 23, 2020
BUY
$34.42 - $38.54 $59,030 - $66,096
1,715 Added 9.04%
20,691 $1.59 Million
Q3 2019

Nov 14, 2019
BUY
$35.28 - $36.01 $207,975 - $212,278
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
1,485
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
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