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 166,438 shares of SCHX stock, worth $10.8 Million. This represents 8.69% of its overall portfolio holdings.

Number of Shares
166,438
Previous 159,706 4.22%
Holding current value
$10.8 Million
Previous $9.91 Billion 7.89%
% of portfolio
8.69%
Previous 8.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
  • Industry ETFs
More about SCHX
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