Capasso Planning Partners LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 29,589 shares of SCHJ stock, worth $721,675. This represents 0.44% of its overall portfolio holdings.

Number of Shares
29,589
Previous 42,375 30.17%
Holding current value
$721,675
Previous $2.05 Million 28.26%
% of portfolio
0.44%
Previous 0.68%

Shares

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

Dec 02, 2024
SELL
$48.09 - $49.69 $614,878 - $635,336
-12,786 Reduced 30.17%
29,589 $1.47 Million
Q2 2024

Dec 02, 2024
BUY
$47.73 - $48.35 $2.02 Million - $2.05 Million
42,375 New
42,375 $2.05 Million

Others Institutions Holding SCHJ

# of Institutions
111
Shares Held
3.82M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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