Advisors Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Advisors Capital Management, LLC

$7.61 Billion
Q3 2025

A detailed history of Advisors Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Advisors Capital Management, LLC holds 14,724 shares of SCHX stock, worth $390,774. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,724

Previous 14,512 1.46%

Holding current value

$390,774

Previous $354,000 9.32%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$24.46 - $26.5 $5,185 - $5,618	212 Added 1.46%	14,724 $387,000
Q2 2025 Aug 08, 2025	BUY	$19.6 - $24.44 $93,923 - $117,116	4,792 Added 49.3%	14,512 $354,000
Q1 2025 May 27, 2025	SELL	$21.75 - $24.28 $4,654 - $5,195	-214 Reduced 2.15%	9,720 $214,000
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $149,945 - $457,066	6,694 Added 206.6%	9,934 $230,000
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $180,946 - $200,903	-2,961 Reduced 47.75%	3,240 $220,000

Q2 2024 Aug 09, 2024	BUY	$58.7 - $64.78 $24,008 - $26,495	409 Added 7.06%	6,201 $398,000
Q1 2024 May 06, 2024	BUY	$55.41 - $62.08 $320,934 - $359,567	5,792 New	5,792 $359,000
Q3 2022 Nov 16, 2022	BUY	$42.35 - $51.01 $744,640 - $896,908	17,583 New	17,583 $822,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Advisors Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History