Capasso Planning Partners LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Capasso Planning Partners LLC holds 20,277 shares of SCHX stock, worth $470,426. This represents 0.52% of its overall portfolio holdings.

Number of Shares
20,277
Previous 16,873 20.17%
Holding current value
$470,426
Previous $951,000 32.28%
% of portfolio
0.52%
Previous 0.45%

Shares

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

Apr 23, 2024
BUY
$55.41 - $62.08 $188,615 - $211,320
3,404 Added 20.17%
20,277 $1.26 Million
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $54,964 - $64,184
1,134 Added 7.21%
16,873 $951,000
Q3 2023

Oct 25, 2023
SELL
$50.36 - $54.21 $5,892 - $6,342
-117 Reduced 0.74%
15,739 $796,000
Q2 2023

Aug 10, 2023
SELL
$47.67 - $52.37 $57,156 - $62,791
-1,199 Reduced 7.03%
15,856 $830,000
Q1 2023

May 01, 2023
SELL
$44.78 - $49.41 $11,195 - $12,352
-250 Reduced 1.44%
17,055 $824,000
Q3 2022

Nov 09, 2022
BUY
$42.35 - $51.01 $460,895 - $555,141
10,883 Added 169.46%
17,305 $733,000
Q2 2022

Aug 11, 2022
SELL
$43.35 - $54.51 $17,426 - $21,913
-402 Reduced 5.89%
6,422 $287,000
Q1 2022

May 09, 2022
BUY
$49.51 - $57.27 $195,415 - $226,044
3,947 Added 137.19%
6,824 $367,000
Q4 2021

Feb 17, 2022
BUY
$51.9 - $57.29 $149,316 - $164,823
2,877 New
2,877 $327,000

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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