Aveo Capital Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 11,130 shares of SCHX stock, worth $256,546. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,130

Previous 5,418 105.43%

Holding current value

$256,546

Previous $367,000 29.97%

% of portfolio

0.03%

Previous 0.04%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $127,948 - $390,015	5,712 Added 105.43%	11,130 $257,000
Q1 2024 May 06, 2024	BUY	$55.41 - $62.08 $94,640 - $106,032	1,708 Added 46.04%	5,418 $336,000
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $179,823 - $209,986	3,710 New	3,710 $209,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.

Account

Aveo Capital Partners, LLC Schwab Strategic Tr Us Large C Transaction History