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

Capital Performance Advisors LLP

  • $259 Million
  • Q1 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 13,732 shares of SCHX stock, worth $890,520. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,732
Previous 13,565 1.23%
Holding current value
$890,520
Previous $765,000 11.37%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Apr 26, 2024
BUY
$55.41 - $62.08 $9,253 - $10,367
167 Added 1.23%
13,732 $852,000
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $646,643 - $710,399
13,565 New
13,565 $710,000

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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