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

Cap Partners, LLC

  • $142 Billion
  • Q4 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 29,216 shares of SCHM stock, worth $847,264. This represents 0.57% of its overall portfolio holdings.

Number of Shares
29,216
Previous 9,737 200.05%
Holding current value
$847,264
Previous $809 Million 0.07%
% of portfolio
0.57%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $536,451 - $1.62 Million
19,479 Added 200.05%
29,216 $810 Million
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
975
Shares Held
163M
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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