Capital Analysts, LLC Schwab Strategic Tr Us Large C Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Analysts, LLC holds 19,939 shares of SCHX stock, worth $481,128. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,939

Previous 7,671 159.93%

Holding current value

$481,128

Previous $493,000 174.44%

% of portfolio

0.06%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $749,697 - $832,383	12,268 Added 159.93%	19,939 $1.35 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $295,965 - $326,620	5,042 Added 191.78%	7,671 $493,000
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $84,998 - $95,230	1,534 Added 140.09%	2,629 $163,000
Q4 2023 Jan 30, 2024	BUY	$48.47 - $56.6 $193 - $226	4 Added 0.37%	1,095 $62,000
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $201 - $216	4 Added 0.37%	1,091 $55,000
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $190 - $209	4 Added 0.37%	1,087 $57,000
Q1 2023 May 05, 2023	BUY	$44.78 - $49.41 $179 - $197	4 Added 0.37%	1,083 $52,000
Q4 2022 Feb 08, 2023	BUY	$42.25 - $48.16 $211 - $240	5 Added 0.47%	1,079 $49,000
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $45,483 - $54,784	1,074 New	1,074 $45,000
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $4,220 - $4,543	-94 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $3,698 - $4,275	94 New	94 $9,000

Others Institutions Holding SCHX

# of Institutions

1,363

Shares Held

448M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Capital Analysts, LLC Schwab Strategic Tr Us Large C Transaction History