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

Affinity Capital Advisors, LLC

$720 Million
Q4 2025

A detailed history of Affinity Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Affinity Capital Advisors, LLC holds 9,377 shares of SCHX stock, worth $248,865. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,377

Previous 9,388 0.12%

Holding current value

$248,865

Previous $247,000 0.4%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$25.85 - $27.19 $284 - $299	-11 Reduced 0.12%	9,377 $248,000
Q2 2025 Jul 09, 2025	BUY	$19.6 - $24.44 $184,004 - $229,442	9,388 New	9,388 $229,000
Q1 2021 Apr 19, 2021	SELL	$44.9 - $48.34 $113,462 - $122,155	-2,527 Closed	0 $0
Q4 2020 Jan 27, 2021	SELL	$39.35 - $45.48 $15,110 - $17,464	-384 Reduced 13.19%	2,527 $230,000
Q3 2020 Nov 13, 2020	SELL	$37.26 - $43.03 $2,496 - $2,883	-67 Reduced 2.25%	2,911 $235,000

Q2 2020 Jul 16, 2020	BUY	$29.25 - $38.76 $146 - $193	5 Added 0.17%	2,978 $221,000
Q1 2020 Apr 23, 2020	SELL	$26.61 - $40.52 $54,949 - $83,673	-2,065 Reduced 40.99%	2,973 $203,000
Q4 2019 Apr 23, 2020	BUY	$34.42 - $38.54 $173,407 - $194,164	5,038 New	5,038 $387,000

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Affinity Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History