Cap Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cap Partners, LLC

  • $134 Billion
  • Q3 2024

A detailed history of Cap Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cap Partners, LLC holds 9,737 shares of SCHM stock, worth $271,564. This represents 0.6% of its overall portfolio holdings.

Number of Shares
9,737
Previous 9,962 2.26%
Holding current value
$271,564
Previous $775 Million 4.35%
% of portfolio
0.6%
Previous 0.63%

Shares

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

Nov 07, 2024
SELL
$75.47 - $83.18 $16,980 - $18,715
-225 Reduced 2.26%
9,737 $809 Million
Q2 2024

Jul 19, 2024
SELL
$75.69 - $81.19 $28,005 - $30,040
-370 Reduced 3.58%
9,962 $775 Million
Q1 2024

Apr 18, 2024
BUY
$72.89 - $81.43 $9,402 - $10,504
129 Added 1.26%
10,332 $841 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $642,891 - $774,917
10,203 New
10,203 $768 Million

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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