A detailed history of Money Concepts Capital Corp transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Money Concepts Capital Corp holds 4,517 shares of SCHX stock, worth $105,697. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,517
Previous 50,348 91.03%
Holding current value
$105,697
Previous $3.23 Million 90.54%
% of portfolio
0.02%
Previous 0.29%

Shares

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

Oct 31, 2024

SELL
$61.11 - $67.85 $2.8 Million - $3.11 Million
-45,831 Reduced 91.03%
4,517 $306,000
Q2 2024

Aug 02, 2024

BUY
$58.7 - $64.78 $2.69 Million - $2.96 Million
45,756 Added 996.43%
50,348 $3.23 Million
Q1 2024

May 01, 2024

BUY
$55.41 - $62.08 $254,442 - $285,071
4,592 New
4,592 $284,000
Q3 2022

Oct 27, 2022

SELL
$42.35 - $51.01 $145,599 - $175,372
-3,438 Reduced 60.13%
2,280 $97,000
Q2 2022

Jul 18, 2022

SELL
$43.35 - $54.51 $98,057 - $123,301
-2,262 Reduced 28.35%
5,718 $258,000
Q1 2022

May 13, 2022

SELL
$49.51 - $57.27 $20,299 - $23,480
-410 Reduced 4.89%
7,980 $430,000
Q4 2021

Feb 14, 2022

BUY
$51.9 - $57.29 $126,636 - $139,787
2,440 Added 41.01%
8,390 $955,000
Q4 2020

May 17, 2021

BUY
$39.35 - $45.48 $234,132 - $270,606
5,950 New
5,950 $541,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Money Concepts Capital Corp Portfolio

Follow Money Concepts Capital Corp 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 Money Concepts Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Money Concepts Capital Corp with notifications on news.