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

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 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 14,063 shares of SCHX stock, worth $335,402. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,063

Previous 8,405 67.32%

Holding current value

$335,402

Previous $570,000 42.98%

% of portfolio

0.03%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $126,739 - $386,328	5,658 Added 67.32%	14,063 $325,000
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

1,411

Shares Held

764M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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