Castleview Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Castleview Partners, LLC

  • $144 Million
  • Q3 2024

A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Castleview Partners, LLC holds 437 shares of SCHX stock, worth $10,225. This represents 0.02% of its overall portfolio holdings.

Number of Shares
437
Previous 111 293.69%
Holding current value
$10,225
Previous $7,000 314.29%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Oct 21, 2024
BUY
$61.11 - $67.85 $19,921 - $22,119
326 Added 293.69%
437 $29,000
Q2 2024

Jul 31, 2024
SELL
$58.7 - $64.78 $55,647 - $61,411
-948 Reduced 89.52%
111 $7,000
Q1 2024

May 09, 2024
BUY
$55.41 - $62.08 $31,251 - $35,013
564 Added 113.94%
1,059 $65,000
Q4 2023

Feb 05, 2024
SELL
$48.47 - $56.6 $66,161 - $77,259
-1,365 Reduced 73.39%
495 $27,000
Q3 2023

Oct 26, 2023
BUY
$50.36 - $54.21 $93,669 - $100,830
1,860 New
1,860 $94,000

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

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