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 9,092 shares of SCHX stock, worth $212,752. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,092
Previous 9,083 0.1%
Holding current value
$212,752
Previous $583,000 5.66%
% of portfolio
0.32%
Previous 0.32%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


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