Capital Performance Advisors LLP Schwab Strategic Tr Us Large C Transaction History

Capital Performance Advisors LLP

  • $449 Million
  • Q1 2025

A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Performance Advisors LLP holds 10,943 shares of SCHG stock, worth $330,588. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,943
Previous 10,552 3.71%
Holding current value
$330,588
Previous $294,000 6.8%
% of portfolio
0.06%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$24.91 - $29.02 $9,739 - $11,346
391 Added 3.71%
10,943 $274,000
Q4 2024

Jan 31, 2025
BUY
$25.93 - $105.3 $205,210 - $833,344
7,914 Added 300.0%
10,552 $294,000
Q2 2024

Aug 01, 2024
BUY
$87.04 - $101.61 $229,611 - $268,047
2,638 New
2,638 $266,000
Q4 2023

Feb 06, 2024
BUY
$70.08 - $83.37 $184,871 - $219,930
2,638 New
2,638 $218,000

Others Institutions Holding SCHG

# of Institutions
1,545
Shares Held
758M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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