United Capital Financial Advisers, LLC Schwab Strategic Tr Intl Small Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 33,990 shares of SCHC stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,990
Previous 40,167 15.38%
Holding current value
$1.21 Million
Previous $1.4 Million 13.2%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$33.2 - $35.86 $205,076 - $221,507
-6,177 Reduced 15.38%
33,990 $1.22 Million
Q4 2023

Feb 14, 2024
SELL
$30.0 - $35.05 $1.78 Million - $2.07 Million
-59,180 Reduced 59.57%
40,167 $1.4 Million
Q3 2023

Nov 14, 2023
BUY
$32.0 - $35.51 $284,928 - $316,181
8,904 Added 9.84%
99,347 $3.2 Million
Q2 2023

Aug 14, 2023
BUY
$32.67 - $34.58 $240,483 - $254,543
7,361 Added 8.86%
90,443 $3.05 Million
Q1 2023

Aug 14, 2023
SELL
$31.54 - $34.93 $232,165 - $257,119
-7,361 Reduced 8.14%
83,082 $2.8 Million
Q1 2023

May 15, 2023
BUY
$31.54 - $34.93 $214,030 - $237,034
6,786 Added 8.89%
83,082 $2.8 Million
Q4 2022

Feb 14, 2023
BUY
$29.55 - $32.98 $185,248 - $206,751
6,269 Added 8.95%
76,296 $2.4 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,037 Added 3.0%
70,027 $1.94 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-5,560 Reduced 7.56%
67,990 $2.12 Million
Q1 2022

May 16, 2022
BUY
N/A
1,180 Added 1.63%
73,550 $2.79 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-3,172 Reduced 4.2%
72,370 $2.96 Million
Q3 2021

Nov 15, 2021
BUY
N/A
2,246 Added 3.06%
75,542 $3.14 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-3,682 Reduced 4.78%
73,296 $3.05 Million
Q1 2021

May 14, 2021
BUY
N/A
683 Added 0.9%
76,978 $3.03 Million
Q4 2020

Feb 17, 2021
BUY
N/A
473 Added 0.62%
76,295 $2.87 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-3,412 Reduced 4.31%
75,822 $2.47 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-5,136 Reduced 6.09%
79,234 $2.34 Million
Q1 2020

May 15, 2020
BUY
N/A
4,898 Added 6.16%
84,370 $2.06 Million
Q4 2019

Feb 14, 2020
BUY
N/A
79 Added 0.1%
79,472 $2.75 Million
Q3 2019

Nov 14, 2019
BUY
N/A
26,644 Added 50.51%
79,393 $2.53 Million
Q2 2019

Aug 13, 2019
BUY
N/A
11,350 Added 27.42%
52,749 $1.72 Million
Q1 2019

May 14, 2019
SELL
N/A
-24,626 Reduced 37.3%
41,399 $1.34 Million
Q4 2018

Feb 14, 2019
BUY
N/A
5,380 Added 8.87%
66,025 $1.92 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,479 Added 2.5%
60,645 $2.16 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-1,804 Reduced 2.96%
59,166 $2.13 Million
Q1 2018

May 15, 2018
SELL
N/A
-2,965 Reduced 4.64%
60,970 $2.23 Million
Q4 2017

Feb 13, 2018
BUY
N/A
405 Added 0.64%
63,935 $2.34 Million
Q3 2017

Nov 14, 2017
BUY
N/A
35,709 Added 128.35%
63,530 $2.28 Million
Q2 2017

Aug 14, 2017
BUY
N/A
27,821
27,821 $936,000

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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