Cap Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Cap Partners, LLC

  • $142 Billion
  • Q4 2024

A detailed history of Cap Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cap Partners, LLC holds 39,324 shares of SCHB stock, worth $918,608. This represents 0.63% of its overall portfolio holdings.

Number of Shares
39,324
Previous 11,743 234.87%
Holding current value
$918,608
Previous $781 Million 14.27%
% of portfolio
0.63%
Previous 0.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $607,057 - $1.84 Million
27,581 Added 234.87%
39,324 $893 Million
Q3 2024

Nov 07, 2024
SELL
$59.93 - $66.52 $15,042 - $16,696
-251 Reduced 2.09%
11,743 $781 Million
Q2 2024

Jul 19, 2024
SELL
$57.57 - $63.3 $114,852 - $126,283
-1,995 Reduced 14.26%
11,994 $754 Million
Q1 2024

Apr 18, 2024
SELL
$54.61 - $61.05 $30,144 - $33,699
-552 Reduced 3.8%
13,989 $854 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $692,297 - $812,987
14,541 New
14,541 $809 Million

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
279M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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