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 $3.85 Million. This represents 8.33% of its overall portfolio holdings.

Number of Shares
164,374
Previous 166,438 1.24%
Holding current value
$3.85 Million
Previous $10.7 Billion 4.29%
% of portfolio
8.33%
Previous 8.69%

Shares

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

Nov 07, 2024

SELL
$61.11 - $67.85 $126,131 - $140,042
-2,064 Reduced 1.24%
164,374 $11.2 Billion
Q2 2024

Jul 19, 2024

BUY
$58.7 - $64.78 $395,168 - $436,098
6,732 Added 4.22%
166,438 $10.7 Billion
Q1 2024

Apr 18, 2024

SELL
$55.41 - $62.08 $809,207 - $906,616
-14,604 Reduced 8.38%
159,706 $9.91 Billion
Q4 2023

Feb 12, 2024

BUY
$48.47 - $56.6 $8.45 Million - $9.87 Million
174,310 New
174,310 $9.83 Billion

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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