Cpwm, LLC Schwab Strategic Tr Us Large C Transaction History

Cpwm, LLC

$1.06 Billion
Q3 2022

A detailed history of Cpwm, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cpwm, LLC holds 10,174 shares of SCHX stock, worth $667,109. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,174

Holding current value

$667,109

% of portfolio

0.04%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	N/A	10,174 New	10,174 $431,000
Q2 2022 Aug 12, 2022	SELL	N/A	-10,174 Closed	0 $0
Q1 2022 May 13, 2022	BUY	N/A	10,174 New	10,174 $548,000

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

97.7M
Shares

$6.4 Billion
8.33% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

50.4M
Shares

$3.31 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

28.3M
Shares

$1.86 Billion
1.95% of portfolio
Sei Investments CO Oaks, PA

12.7M
Shares

$833 Million
1.18% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.5M
Shares

$690 Million
24.51% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cpwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cpwm, LLC with notifications on news.

Account