Cap Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Cap Partners, LLC
- $134 Billion
- Q3 2024
A detailed history of Cap Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cap Partners, LLC holds 164,374 shares of SCHX stock, worth $3.89 Million. This represents 8.33% of its overall portfolio holdings.
Number of Shares
164,374
Previous 166,438
1.24%
Holding current value
$3.89 Million
Previous $10.7 Billion
4.29%
% of portfolio
8.33%
Previous 8.69%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio