Capasso Planning Partners LLC Schwab Strategic Tr Us Small C Transaction History

Capasso Planning Partners LLC

  • $240 Million
  • Q1 2024

A detailed history of Capasso Planning Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 4,309 shares of SCHA stock, worth $221,525. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,309
Holding current value
$221,525
% of portfolio
0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$44.84 - $49.24 $193,215 - $212,175
4,309 New
4,309 $212,000
Q4 2022

Jan 20, 2023
BUY
$38.25 - $43.54 $189,375 - $215,566
4,951 New
4,951 $0
Q2 2022

Aug 11, 2022
SELL
$37.88 - $48.01 $174,854 - $221,614
-4,616 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$44.42 - $51.73 $205,042 - $238,785
4,616 New
4,616 $219,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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