Napatree Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Napatree Capital LLC

  • $143 Billion
  • Q3 2024

A detailed history of Napatree Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Napatree Capital LLC holds 35,819 shares of SCHM stock, worth $1.06 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
35,819
Previous 35,308 1.45%
Holding current value
$1.06 Million
Previous $2.75 Billion 8.3%
% of portfolio
2.08%
Previous 2.23%

Shares

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

Nov 12, 2024
BUY
$75.47 - $83.18 $38,565 - $42,504
511 Added 1.45%
35,819 $2.98 Billion
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $344,919 - $369,982
4,557 Added 14.82%
35,308 $2.75 Billion
Q1 2024

May 13, 2024
BUY
$72.89 - $81.43 $199,208 - $222,548
2,733 Added 9.75%
30,751 $2.35 Billion
Q4 2023

Mar 26, 2024
BUY
$63.01 - $75.95 $1.77 Million - $2.13 Million
28,018 New
28,018 $2.11 Billion

Others Institutions Holding SCHM

# of Institutions
948
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
Track This Portfolio

Track Napatree Capital LLC Portfolio

Follow Napatree Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napatree Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Napatree Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email