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

Capital Performance Advisors LLP

  • $310 Million
  • Q4 2024

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 10,552 shares of SCHG stock, worth $299,887. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,552
Previous 2,638 300.0%
Holding current value
$299,887
Previous $274,000 7.3%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,396
Shares Held
1.97B
Call Options Held
167K
Put Options Held
96.6K
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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