Srs Capital Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 853 shares of SCHX stock, worth $19,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares

853

Previous 350 143.71%

Holding current value

$19,960

Previous $22,000 159.09%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$61.11 - $67.85 $30,738 - $34,128	503 Added 143.71%	853 $57,000
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $5,928 - $6,642	-107 Reduced 23.41%	350 $21,000
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $7,415 - $8,659	153 Added 50.33%	457 $25,000
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $15,309 - $16,479	304 New	304 $15,000
Q1 2023 May 16, 2023	BUY	$44.78 - $49.41 $582 - $642	13 Added 16.88%	90 $4,000
Q4 2022 Feb 24, 2023	SELL	$42.25 - $48.16 $7,562 - $8,620	-179 Reduced 69.92%	77 $3,000
Q2 2022 Aug 22, 2022	SELL	$43.35 - $54.51 $11,617 - $14,608	-268 Reduced 51.15%	256 $11,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $12,971 - $15,004	262 Added 100.0%	524 $28,000
Q4 2021 Feb 08, 2022	BUY	$51.9 - $57.29 $6,954 - $7,676	134 Added 104.69%	262 $30,000
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $12,184 - $14,070	-327 Reduced 71.87%	128 $10,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $3,802 - $5,038	-130 Reduced 22.22%	455 $34,000
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $15,566 - $23,704	585 New	585 $36,000

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

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History