Carmel Capital Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Carmel Capital Partners, LLC

  • $248 Million
  • Q3 2024

A detailed history of Carmel Capital Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 6,010 shares of SCHX stock, worth $140,634. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,010
Previous 5,860 2.56%
Holding current value
$140,634
Previous $376,000 8.24%
% of portfolio
0.16%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$61.11 - $67.85 $9,166 - $10,177
150 Added 2.56%
6,010 $407,000
Q1 2024

Apr 25, 2024
SELL
$55.41 - $62.08 $5,541 - $6,208
-100 Reduced 1.68%
5,860 $363,000
Q3 2023

Oct 27, 2023
SELL
$50.36 - $54.21 $81,835 - $88,091
-1,625 Reduced 21.42%
5,960 $301,000
Q2 2023

Jul 27, 2023
BUY
$47.67 - $52.37 $14,682 - $16,129
308 Added 4.23%
7,585 $397,000
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $307,453 - $350,460
7,277 New
7,277 $0

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

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