A detailed history of Caitlin John, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Caitlin John, LLC holds 2,739 shares of SCHX stock, worth $64,092. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,739
Previous 913 200.0%
Holding current value
$64,092
Previous $51.5 Million 25.85%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$61.11 - $67.85 $111,586 - $123,894
1,826 Added 200.0%
2,739 $64.8 Million
Q4 2023

Feb 14, 2024

BUY
$48.47 - $56.6 $44,253 - $51,675
913 New
913 $51.5 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Caitlin John, LLC Portfolio

Follow Caitlin John, 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 Caitlin John, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caitlin John, LLC with notifications on news.