Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 8,405 shares of SCHX stock, worth $196,677. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,405

Previous 6,757 24.39%

Holding current value

$196,677

Previous $434,000 31.34%

% of portfolio

0.05%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $100,709 - $111,816	1,648 Added 24.39%	8,405 $570,000
Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $2,700 - $2,979	-46 Reduced 0.68%	6,757 $434,000
Q1 2024 May 07, 2024	SELL	$55.41 - $62.08 $650,845 - $729,191	-11,746 Reduced 63.32%	6,803 $422,000
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $2,181 - $2,547	45 Added 0.24%	18,549 $1.05 Million
Q3 2023 Oct 31, 2023	BUY	$50.36 - $54.21 $506,520 - $545,244	10,058 Added 119.09%	18,504 $936,000
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $27,696 - $30,426	581 Added 7.39%	8,446 $442,000
Q1 2023 May 03, 2023	SELL	$44.78 - $49.41 $136,399 - $150,502	-3,046 Reduced 27.92%	7,865 $380,000
Q4 2022 Feb 06, 2023	SELL	$42.25 - $48.16 $34,687 - $39,539	-821 Reduced 7.0%	10,911 $492,000
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $31,042 - $37,390	733 Added 6.66%	11,732 $497,000
Q2 2022 Jul 19, 2022	BUY	$43.35 - $54.51 $9,710 - $12,210	224 Added 2.08%	10,999 $491,000
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $250,619 - $289,900	5,062 Added 88.6%	10,775 $580,000
Q3 2021 Oct 29, 2021	BUY	$51.52 - $54.94 $51 - $54	1 Added 0.02%	5,713 $594,000
Q1 2021 Apr 29, 2021	BUY	$44.9 - $48.34 $2,604 - $2,803	58 Added 1.03%	5,712 $548,000
Q4 2020 Jan 21, 2021	BUY	$39.35 - $45.48 $39 - $45	1 Added 0.02%	5,654 $514,000
Q3 2020 Oct 20, 2020	BUY	$37.26 - $43.03 $37 - $43	1 Added 0.02%	5,653 $456,000
Q1 2020 Apr 14, 2020	BUY	$26.61 - $40.52 $26 - $40	1 Added 0.02%	5,652 $346,000
Q4 2019 Jan 27, 2020	BUY	$34.42 - $38.54 $68 - $77	2 Added 0.04%	5,651 $434,000
Q3 2019 Oct 17, 2019	BUY	$35.28 - $36.01 $85,024 - $86,784	2,410 Added 74.41%	5,649 $401,000
Q2 2019 Jul 23, 2019	SELL	N/A	-485 Reduced 13.02%	3,239 $227,000
Q1 2019 Apr 11, 2019	BUY	N/A	2,124 Added 132.75%	3,724 $252,000
Q4 2018 Jan 17, 2019	BUY	N/A	1,450 Added 966.67%	1,600 $96,000
Q2 2018 Jul 27, 2018	SELL	N/A	-248 Reduced 62.31%	150 $10,000
Q1 2018 Apr 30, 2018	BUY	N/A	398 New	398 $25,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

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 Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History