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 $3.84 Million. This represents 8.33% of its overall portfolio holdings.
Number of Shares
164,374
Previous 166,438
1.24%
Holding current value
$3.84 Million
Previous $10.7 Billion
4.29%
% of portfolio
8.33%
Previous 8.69%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio