Srs Capital Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 853 shares of SCHX stock, worth $20,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares

853

Previous 350 143.71%

Holding current value

$20,301

Previous $22,000 159.09%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$61.11 - $67.85 $30,738 - $34,128	503 Added 143.71%	853 $57,000
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $5,928 - $6,642	-107 Reduced 23.41%	350 $21,000
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $7,415 - $8,659	153 Added 50.33%	457 $25,000
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $15,309 - $16,479	304 New	304 $15,000
Q1 2023 May 16, 2023	BUY	$44.78 - $49.41 $582 - $642	13 Added 16.88%	90 $4,000
Q4 2022 Feb 24, 2023	SELL	$42.25 - $48.16 $7,562 - $8,620	-179 Reduced 69.92%	77 $3,000
Q2 2022 Aug 22, 2022	SELL	$43.35 - $54.51 $11,617 - $14,608	-268 Reduced 51.15%	256 $11,000
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $12,971 - $15,004	262 Added 100.0%	524 $28,000
Q4 2021 Feb 08, 2022	BUY	$51.9 - $57.29 $6,954 - $7,676	134 Added 104.69%	262 $30,000
Q3 2020 Nov 12, 2020	SELL	$37.26 - $43.03 $12,184 - $14,070	-327 Reduced 71.87%	128 $10,000
Q2 2020 Aug 06, 2020	SELL	$29.25 - $38.76 $3,802 - $5,038	-130 Reduced 22.22%	455 $34,000
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $15,566 - $23,704	585 New	585 $36,000

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

Ticker SCHX
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Srs Capital Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History