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 $107,528. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,518
Previous 4,702 3.91%
Holding current value
$107,528
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email