U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,809 shares of SCHK stock, worth $191,196. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,809

Previous 6,809 -0.0%

Holding current value

$191,196

Previous $356,000 5.62%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$41.08 - $44.27 $36,520 - $39,356	-889 Reduced 11.55%	6,809 $281,000
Q2 2023 Aug 04, 2023	SELL	$38.96 - $42.79 $173,683 - $190,757	-4,458 Reduced 36.67%	7,698 $329,000
Q1 2023 May 11, 2023	SELL	$36.64 - $40.44 $814,214 - $898,657	-22,222 Reduced 64.64%	12,156 $480,000
Q3 2022 Nov 01, 2022	SELL	$34.61 - $41.69 $33,329 - $40,147	-963 Reduced 2.72%	34,378 $1.19 Million
Q2 2022 Aug 12, 2022	BUY	$35.4 - $44.52 $29,134 - $36,639	823 Added 2.38%	35,341 $1.29 Million
Q1 2022 May 12, 2022	BUY	$40.46 - $46.8 $17,842 - $20,638	441 Added 1.29%	34,518 $1.52 Million
Q3 2021 Nov 01, 2021	BUY	$42.11 - $45.01 $1.43 Million - $1.53 Million	34,077 New	34,077 $1.45 Million

Others Institutions Holding SCHK

# of Institutions

180

Shares Held

39.4M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History