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

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 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 $82,227. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,514
Previous 3,514 -0.0%
Holding current value
$82,227
Previous $225,000 5.78%
% of portfolio
0.03%
Previous 0.03%

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
$42.25 - $48.16 $197,730 - $225,388
4,680 New
4,680 $211,000
Q1 2022

May 02, 2022
SELL
$49.51 - $57.27 $86,989 - $100,623
-1,757 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$51.9 - $57.29 $91,188 - $100,658
1,757 New
1,757 $200,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
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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