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 8,405 shares of SCHX stock, worth $200,039. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,405
Previous 6,757 24.39%
Holding current value
$200,039
Previous $434,000 31.34%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$61.11 - $67.85 $100,709 - $111,816
1,648 Added 24.39%
8,405 $570,000
Q2 2024

Jul 30, 2024

SELL
$58.7 - $64.78 $2,700 - $2,979
-46 Reduced 0.68%
6,757 $434,000
Q1 2024

May 07, 2024

SELL
$55.41 - $62.08 $650,845 - $729,191
-11,746 Reduced 63.32%
6,803 $422,000
Q4 2023

Feb 06, 2024

BUY
$48.47 - $56.6 $2,181 - $2,547
45 Added 0.24%
18,549 $1.05 Million
Q3 2023

Oct 31, 2023

BUY
$50.36 - $54.21 $506,520 - $545,244
10,058 Added 119.09%
18,504 $936,000
Q2 2023

Aug 04, 2023

BUY
$47.67 - $52.37 $27,696 - $30,426
581 Added 7.39%
8,446 $442,000
Q1 2023

May 03, 2023

SELL
$44.78 - $49.41 $136,399 - $150,502
-3,046 Reduced 27.92%
7,865 $380,000
Q4 2022

Feb 06, 2023

SELL
$42.25 - $48.16 $34,687 - $39,539
-821 Reduced 7.0%
10,911 $492,000
Q3 2022

Nov 08, 2022

BUY
$42.35 - $51.01 $31,042 - $37,390
733 Added 6.66%
11,732 $497,000
Q2 2022

Jul 19, 2022

BUY
$43.35 - $54.51 $9,710 - $12,210
224 Added 2.08%
10,999 $491,000
Q1 2022

Apr 29, 2022

BUY
$49.51 - $57.27 $250,619 - $289,900
5,062 Added 88.6%
10,775 $580,000
Q3 2021

Oct 29, 2021

BUY
$51.52 - $54.94 $51 - $54
1 Added 0.02%
5,713 $594,000
Q1 2021

Apr 29, 2021

BUY
$44.9 - $48.34 $2,604 - $2,803
58 Added 1.03%
5,712 $548,000
Q4 2020

Jan 21, 2021

BUY
$39.35 - $45.48 $39 - $45
1 Added 0.02%
5,654 $514,000
Q3 2020

Oct 20, 2020

BUY
$37.26 - $43.03 $37 - $43
1 Added 0.02%
5,653 $456,000
Q1 2020

Apr 14, 2020

BUY
$26.61 - $40.52 $26 - $40
1 Added 0.02%
5,652 $346,000
Q4 2019

Jan 27, 2020

BUY
$34.42 - $38.54 $68 - $77
2 Added 0.04%
5,651 $434,000
Q3 2019

Oct 17, 2019

BUY
$35.28 - $36.01 $85,024 - $86,784
2,410 Added 74.41%
5,649 $401,000
Q2 2019

Jul 23, 2019

SELL
N/A
-485 Reduced 13.02%
3,239 $227,000
Q1 2019

Apr 11, 2019

BUY
N/A
2,124 Added 132.75%
3,724 $252,000
Q4 2018

Jan 17, 2019

BUY
N/A
1,450 Added 966.67%
1,600 $96,000
Q2 2018

Jul 27, 2018

SELL
N/A
-248 Reduced 62.31%
150 $10,000
Q1 2018

Apr 30, 2018

BUY
N/A
398 New
398 $25,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
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