Your Advocates Ltd., LLP Schwab Strategic Tr Us Large C Transaction History

Your Advocates Ltd., LLP

$199 Million
Q1 2025

A detailed history of Your Advocates Ltd., LLP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 29,582 shares of SCHX stock, worth $698,431. This represents 0.33% of its overall portfolio holdings.

Number of Shares

29,582

Previous 24,615 20.18%

Holding current value

$698,431

Previous $570,000 14.56%

% of portfolio

0.33%

Previous 0.3%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$21.75 - $24.28 $108,032 - $120,598	4,967 Added 20.18%	29,582 $653,000
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $347,715 - $1.06 Million	15,523 Added 170.73%	24,615 $570,000
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $549 - $610	9 Added 0.1%	9,092 $616,000
Q2 2024 Jul 29, 2024	SELL	$58.7 - $64.78 $141,643 - $156,314	-2,413 Reduced 20.99%	9,083 $583,000
Q1 2024 Apr 30, 2024	SELL	$55.41 - $62.08 $119,408 - $133,782	-2,155 Reduced 15.79%	11,496 $713,000
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $183,410 - $214,174	-3,784 Reduced 21.7%	13,651 $769,000
Q3 2023 Nov 02, 2023	SELL	$50.36 - $54.21 $20.3 Million - $21.8 Million	-402,744 Reduced 95.85%	17,435 $882,000
Q2 2023 Jul 31, 2023	BUY	$47.67 - $52.37 $112,167 - $123,226	2,353 Added 0.56%	420,179 $22 Million
Q1 2023 Apr 28, 2023	BUY	$44.78 - $49.41 $14.8 Million - $16.3 Million	330,378 Added 377.8%	417,826 $20.2 Million
Q4 2022 Jan 27, 2023	BUY	$42.25 - $48.16 $2.86 Million - $3.26 Million	67,645 Added 341.59%	87,448 $3.95 Million
Q3 2022 Nov 08, 2022	SELL	$42.35 - $51.01 $200,103 - $241,022	-4,725 Reduced 19.26%	19,803 $839,000
Q2 2022 Aug 11, 2022	SELL	$43.35 - $54.51 $5.28 Million - $6.64 Million	-121,855 Reduced 83.24%	24,528 $1.1 Million
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $3.28 Million - $3.79 Million	66,180 Added 82.52%	146,383 $7.88 Million
Q4 2021 Jan 21, 2022	BUY	$51.9 - $57.29 $118,643 - $130,964	2,286 Added 2.93%	80,203 $9.13 Million
Q3 2021 Nov 05, 2021	BUY	$51.52 - $54.94 $68,676 - $73,235	1,333 Added 1.74%	77,917 $8.11 Million
Q2 2021 Jul 29, 2021	BUY	$48.62 - $52.01 $153,590 - $164,299	3,159 Added 4.3%	76,584 $7.96 Million
Q1 2021 Apr 29, 2021	BUY	$44.9 - $48.34 $30,801 - $33,161	686 Added 0.94%	73,425 $7.05 Million
Q4 2020 Jan 29, 2021	SELL	$39.35 - $45.48 $121,040 - $139,896	-3,076 Reduced 4.06%	72,739 $6.62 Million
Q3 2020 Nov 09, 2020	BUY	$37.26 - $43.03 $1.61 Million - $1.85 Million	43,093 Added 131.69%	75,815 $6.11 Million
Q2 2020 Jul 22, 2020	SELL	$29.25 - $38.76 $1.92 Million - $2.55 Million	-65,776 Reduced 66.78%	32,722 $82,000
Q1 2020 Apr 27, 2020	BUY	$26.61 - $40.52 $182,358 - $277,683	6,853 Added 7.48%	98,498 $6.03 Million
Q4 2019 Jan 24, 2020	BUY	$34.42 - $38.54 $3.15 Million - $3.53 Million	91,645 New	91,645 $7.04 Million

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

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Your Advocates Ltd., LLP Schwab Strategic Tr Us Large C Transaction History