Cap Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Cap Wealth Advisors, LLC

  • $892 Million
  • Q1 2024

A detailed history of Cap Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 3,514 shares of SCHX stock, worth $230,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,514
Holding current value
$230,096
% of portfolio
0.02%

Shares

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

May 03, 2024
BUY
$55.41 - $62.08 $194,710 - $218,149
3,514 New
3,514 $218,000
Q4 2022

Feb 01, 2023
BUY
$44.01 - $48.16 $205,966 - $225,388
4,680 New
4,680 $211,000
Q1 2022

May 02, 2022
SELL
N/A
-1,757 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
N/A
1,757 New
1,757 $200,000

Others Institutions Holding SCHX

# of Institutions
1,259
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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