Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Large C Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 44,037 shares of SCHX stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
44,037
Previous 46,751 5.81%
Holding current value
$1.03 Million
Previous $3 Million 0.53%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 08, 2024
SELL
$61.11 - $67.85 $165,852 - $184,144
-2,714 Reduced 5.81%
44,037 $2.99 Million
Q2 2024

Aug 13, 2024
SELL
$58.7 - $64.78 $148,569 - $163,958
-2,531 Reduced 5.14%
46,751 $3 Million
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $131,875 - $147,750
2,380 Added 5.07%
49,282 $3.06 Million
Q4 2023

Jan 30, 2024
SELL
$48.47 - $56.6 $349,129 - $407,689
-7,203 Reduced 13.31%
46,902 $2.65 Million
Q3 2023

Oct 17, 2023
SELL
$50.36 - $54.21 $56,101 - $60,389
-1,114 Reduced 2.02%
54,105 $2.74 Million
Q2 2023

Jul 19, 2023
BUY
$47.67 - $52.37 $224,859 - $247,029
4,717 Added 9.34%
55,219 $2.89 Million
Q1 2023

May 10, 2023
SELL
$44.78 - $49.41 $176,791 - $195,070
-3,948 Reduced 7.25%
50,502 $2.44 Million
Q4 2022

Feb 14, 2023
SELL
$42.25 - $48.16 $512,915 - $584,662
-12,140 Reduced 18.23%
54,450 $2.46 Million
Q3 2022

Oct 26, 2022
SELL
$42.35 - $51.01 $324,909 - $391,348
-7,672 Reduced 10.33%
66,590 $2.82 Million
Q2 2022

Aug 10, 2022
SELL
$43.35 - $54.51 $3.77 Million - $4.74 Million
-86,987 Reduced 53.95%
74,262 $3.32 Million
Q1 2022

May 13, 2022
BUY
$49.51 - $57.27 $3.88 Million - $4.49 Million
78,461 Added 94.77%
161,249 $8.68 Million
Q4 2021

Feb 14, 2022
SELL
$51.9 - $57.29 $22,368 - $24,691
-431 Reduced 0.52%
82,788 $9.42 Million
Q3 2021

Nov 02, 2021
SELL
$51.52 - $54.94 $207,522 - $221,298
-4,028 Reduced 4.62%
83,219 $8.66 Million
Q2 2021

Jul 27, 2021
BUY
$48.62 - $52.01 $125,779 - $134,549
2,587 Added 3.06%
87,247 $9.07 Million
Q1 2021

May 11, 2021
SELL
$44.9 - $48.34 $31,385 - $33,789
-699 Reduced 0.82%
84,660 $8.13 Million
Q4 2020

Feb 09, 2021
SELL
$39.35 - $45.48 $19,163 - $22,148
-487 Reduced 0.57%
85,359 $7.76 Million
Q3 2020

Oct 20, 2020
SELL
$37.26 - $43.03 $56,597 - $65,362
-1,519 Reduced 1.74%
85,846 $6.92 Million
Q2 2020

Jul 02, 2020
BUY
$29.25 - $38.76 $84,737 - $112,287
2,897 Added 3.43%
87,365 $0
Q1 2020

Apr 01, 2020
BUY
$26.61 - $40.52 $303,114 - $461,563
11,391 Added 15.59%
84,468 $0
Q4 2019

Feb 11, 2020
SELL
$34.42 - $38.54 $274,430 - $307,279
-7,973 Reduced 9.84%
73,077 $0
Q3 2019

Oct 09, 2019
BUY
$35.28 - $36.01 $123,197 - $125,746
3,492 Added 4.5%
81,050 $0
Q2 2019

Aug 14, 2019
BUY
N/A
2,254 Added 2.99%
77,558 $5.44 Million
Q1 2019

May 08, 2019
BUY
N/A
2,206 Added 3.02%
75,304 $5.09 Million
Q4 2018

Feb 13, 2019
BUY
N/A
3,848 Added 5.56%
73,098 $4.36 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-5,461 Reduced 7.31%
69,250 $4.82 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-142 Reduced 0.19%
74,711 $4.86 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,135 Reduced 2.77%
74,853 $4.72 Million
Q4 2017

Feb 08, 2018
BUY
N/A
995 Added 1.31%
76,988 $4.91 Million
Q3 2017

Nov 08, 2017
BUY
N/A
765 Added 1.02%
75,993 $4.56 Million
Q2 2017

Aug 15, 2017
BUY
N/A
75,228
75,228 $4.35 Million

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
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
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