Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 28,008 shares of SCHG stock, worth $796,827. This represents 0.07% of its overall portfolio holdings.

Number of Shares

28,008

Previous 7,051 297.22%

Holding current value

$796,827

Previous $734,000 6.27%

% of portfolio

0.07%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.93 - $105.3 $543,415 - $2.21 Million	20,957 Added 297.22%	28,008 $780,000
Q3 2024 Oct 24, 2024	BUY	$92.63 - $105.69 $159,879 - $182,420	1,726 Added 32.41%	7,051 $734,000
Q2 2024 Jul 30, 2024	SELL	$87.04 - $101.61 $88,606 - $103,438	-1,018 Reduced 16.05%	5,325 $536,000
Q3 2023 Oct 31, 2023	SELL	$71.99 - $78.02 $2,519 - $2,730	-35 Reduced 0.55%	6,343 $461,000
Q2 2023 Aug 04, 2023	BUY	$63.6 - $74.95 $2,734 - $3,222	43 Added 0.68%	6,378 $478,000
Q1 2023 May 03, 2023	SELL	$54.19 - $65.17 $37,499 - $45,097	-692 Reduced 9.85%	6,335 $412,000
Q4 2022 Feb 06, 2023	BUY	$54.31 - $60.76 $22,973 - $25,701	423 Added 6.41%	7,027 $390,000
Q3 2022 Nov 08, 2022	BUY	$55.81 - $69.25 $15,012 - $18,628	269 Added 4.25%	6,604 $369,000
Q2 2022 Jul 19, 2022	SELL	$55.73 - $76.55 $2,284 - $3,138	-41 Reduced 0.64%	6,335 $367,000
Q1 2022 Apr 29, 2022	BUY	$65.63 - $82.62 $203,584 - $256,287	3,102 Added 94.75%	6,376 $477,000
Q2 2021 Aug 02, 2021	SELL	$65.3 - $73.24 $28,536 - $32,005	-437 Reduced 11.78%	3,274 $478,000
Q1 2021 Apr 29, 2021	SELL	$61.41 - $68.35 $12,589 - $14,011	-205 Reduced 5.23%	3,711 $482,000
Q1 2020 Apr 14, 2020	BUY	$34.6 - $51.17 $6,262 - $9,261	181 Added 4.85%	3,916 $312,000
Q4 2019 Jan 27, 2020	SELL	$40.97 - $46.72 $2,458 - $2,803	-60 Reduced 1.58%	3,735 $347,000
Q2 2019 Jul 23, 2019	SELL	N/A	-1,743 Reduced 31.47%	3,795 $316,000
Q1 2019 Apr 11, 2019	BUY	N/A	1,667 Added 43.06%	5,538 $440,000
Q3 2018 Nov 02, 2018	SELL	N/A	-157 Reduced 3.9%	3,871 $317,000
Q2 2018 Jul 27, 2018	BUY	N/A	157 Added 4.06%	4,028 $305,000
Q1 2018 Apr 30, 2018	SELL	N/A	-600 Reduced 13.42%	3,871 $278,000
Q4 2017 Feb 01, 2018	BUY	N/A	2,071 Added 86.29%	4,471 $316,000
Q3 2017 Oct 24, 2017	SELL	N/A	-70 Reduced 2.83%	2,400 $159,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,470	2,470 $156,000

Others Institutions Holding SCHG

# of Institutions

1,380

Shares Held

1.91B

Call Options Held

167K

Put Options Held

96.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History