American Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

American Financial Advisors, LLC

$681 Million
Q4 2024

A detailed history of American Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, American Financial Advisors, LLC holds 79,268 shares of SCHX stock, worth $1.83 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

79,268

Previous 26,424 199.98%

Holding current value

$1.83 Million

Previous $1.79 Million 2.51%

% of portfolio

0.27%

Previous 0.25%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $1.18 Million - $3.61 Million	52,844 Added 199.98%	79,268 $1.84 Million
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $190,968 - $212,031	3,125 Added 13.41%	26,424 $1.79 Million
Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $39,681 - $43,791	676 Added 2.99%	23,299 $1.5 Million
Q1 2024 Apr 22, 2024	BUY	$55.41 - $62.08 $24,269 - $27,191	438 Added 1.97%	22,623 $1.4 Million
Q4 2023 Jan 31, 2024	BUY	$48.47 - $56.6 $145,264 - $169,630	2,997 Added 15.62%	22,185 $1.25 Million
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $217,857 - $234,512	4,326 Added 29.11%	19,188 $970,000
Q2 2023 Jul 13, 2023	BUY	$47.67 - $52.37 $55,583 - $61,063	1,166 Added 8.51%	14,862 $778,000
Q1 2023 Apr 18, 2023	BUY	$44.78 - $49.41 $30,584 - $33,747	683 Added 5.25%	13,696 $662,000
Q4 2022 Jan 26, 2023	BUY	$42.25 - $48.16 $24,716 - $28,173	585 Added 4.71%	13,013 $0
Q3 2022 Oct 17, 2022	BUY	$42.35 - $51.01 $29,687 - $35,758	701 Added 5.98%	12,428 $526,000
Q2 2022 Aug 01, 2022	BUY	$43.35 - $54.51 $9,537 - $11,992	220 Added 1.91%	11,727 $524,000
Q1 2022 Apr 27, 2022	BUY	$49.51 - $57.27 $283,197 - $327,584	5,720 Added 98.84%	11,507 $620,000
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $3,373 - $3,723	65 Added 1.14%	5,787 $659,000
Q3 2021 Nov 05, 2021	SELL	$51.52 - $54.94 $2,885 - $3,076	-56 Reduced 0.97%	5,722 $595,000
Q2 2021 Aug 05, 2021	BUY	$48.62 - $52.01 $1,458 - $1,560	30 Added 0.52%	5,778 $601,000
Q1 2021 May 13, 2021	BUY	$44.9 - $48.34 $2,379 - $2,562	53 Added 0.93%	5,748 $552,000
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $1,574 - $1,819	40 Added 0.71%	5,695 $518,000
Q3 2020 Nov 09, 2020	SELL	$37.26 - $43.03 $4,433 - $5,120	-119 Reduced 2.06%	5,655 $456,000
Q2 2020 Jul 30, 2020	BUY	$29.25 - $38.76 $2,866 - $3,798	98 Added 1.73%	5,774 $445,000
Q1 2020 May 01, 2020	SELL	$26.61 - $40.52 $612 - $931	-23 Reduced 0.4%	5,676 $388,000
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $4,818 - $5,395	140 Added 2.52%	5,699 $402,000
Q3 2019 Oct 31, 2019	BUY	$35.28 - $36.01 $388 - $396	11 Added 0.2%	5,559 $394,000
Q2 2019 Aug 06, 2019	BUY	N/A	516 Added 10.25%	5,548 $389,000
Q1 2019 Apr 23, 2019	BUY	N/A	58 Added 1.17%	5,032 $340,000
Q4 2018 Feb 15, 2019	BUY	N/A	4,974 New	4,974 $297,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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American Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History