Madison Park Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Madison Park Capital Advisors, LLC

$133 Billion
Q3 2024

A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 6,113 shares of SCHX stock, worth $143,044. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,113

Previous 7,661 20.21%

Holding current value

$143,044

Previous $492 Million 15.75%

% of portfolio

0.31%

Previous 0.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$61.11 - $67.85 $94,598 - $105,031	-1,548 Reduced 20.21%	6,113 $415 Million
Q2 2024 Jul 23, 2024	BUY	$58.7 - $64.78 $23,480 - $25,912	400 Added 5.51%	7,661 $492 Million
Q1 2024 Apr 05, 2024	BUY	$55.41 - $62.08 $12,855 - $14,402	232 Added 3.3%	7,261 $451 Million
Q4 2023 Feb 01, 2024	BUY	$48.47 - $56.6 $340,695 - $397,841	7,029 New	7,029 $396 Million

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

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 Madison Park Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Madison Park Capital Advisors, LLC with notifications on news.

Account

Madison Park Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History