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

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 4,518 shares of SCHX stock, worth $119,907. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,518
Previous 4,702 3.91%
Holding current value
$119,907
Previous $302,000 1.32%
% of portfolio
0.05%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$61.11 - $67.85 $11,244 - $12,484
-184 Reduced 3.91%
4,518 $306,000
Q2 2024

Jul 24, 2024
SELL
$58.7 - $64.78 $12,327 - $13,603
-210 Reduced 4.28%
4,702 $302,000
Q4 2023

Feb 13, 2024
SELL
$48.47 - $56.6 $2,278 - $2,660
-47 Reduced 0.95%
4,912 $277,000
Q3 2023

Oct 24, 2023
SELL
$50.36 - $54.21 $72,568 - $78,116
-1,441 Reduced 22.52%
4,959 $250,000
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $549 - $626
13 Added 0.2%
6,400 $288,000
Q3 2022

Oct 20, 2022
BUY
$42.35 - $51.01 $508 - $612
12 Added 0.19%
6,387 $281,000
Q2 2022

Jul 26, 2022
SELL
$43.35 - $54.51 $47,988 - $60,342
-1,107 Reduced 14.8%
6,375 $298,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $185,315 - $214,361
3,743 Added 100.11%
7,482 $402,000
Q4 2021

Feb 14, 2022
SELL
$51.9 - $57.29 $51 - $57
-1 Reduced 0.03%
3,739 $426,000
Q3 2021

Nov 16, 2021
BUY
$51.52 - $54.94 $4,121 - $4,395
80 Added 2.19%
3,740 $389,000
Q2 2021

Aug 16, 2021
SELL
$48.62 - $52.01 $12,543 - $13,418
-258 Reduced 6.58%
3,660 $381,000
Q1 2021

May 17, 2021
SELL
$44.9 - $48.34 $1,122 - $1,208
-25 Reduced 0.63%
3,918 $376,000
Q4 2020

Feb 16, 2021
SELL
$39.35 - $45.48 $20,776 - $24,013
-528 Reduced 11.81%
3,943 $359,000
Q3 2020

Nov 10, 2020
BUY
$37.26 - $43.03 $75,004 - $86,619
2,013 Added 81.9%
4,471 $361,000
Q2 2020

Sep 11, 2020
BUY
$29.25 - $38.76 $71,896 - $95,272
2,458 New
2,458 $182,000
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $72,949 - $96,667
-2,494 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$26.61 - $40.52 $239 - $364
9 Added 0.36%
2,494 $153,000
Q4 2019

Jan 23, 2020
BUY
$34.42 - $38.54 $585 - $655
17 Added 0.69%
2,485 $191,000
Q3 2019

Oct 29, 2019
SELL
$35.28 - $36.01 $635 - $648
-18 Reduced 0.72%
2,468 $175,000
Q2 2019

Aug 01, 2019
BUY
N/A
72 Added 2.98%
2,486 $174,000
Q1 2019

May 09, 2019
SELL
N/A
-1,496 Reduced 38.26%
2,414 $163,000
Q4 2018

Feb 11, 2019
BUY
N/A
3,910 New
3,910 $233,000

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

SCHX Quotes by TradingView
  • Ticker SCHX
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More about SCHX
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