Morton Capital Management Llc/Ca Schwab Strategic Tr Us Large C Transaction History

Morton Capital Management Llc/Ca

  • $370 Billion
  • Q1 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 7,136 shares of SCHX stock, worth $467,265. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,136
Previous 7,221 1.18%
Holding current value
$467,265
Previous $407 Million 8.74%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$55.41 - $62.08 $4,709 - $5,276
-85 Reduced 1.18%
7,136 $443 Million
Q4 2023

Jan 18, 2024
BUY
$48.47 - $56.6 $59,375 - $69,335
1,225 Added 20.43%
7,221 $407 Million
Q3 2023

Dec 05, 2023
BUY
$50.36 - $54.21 $42,252 - $45,482
839 Added 16.27%
5,996 $303 Million
Q1 2023

Dec 05, 2023
BUY
$44.78 - $49.41 $230,930 - $254,807
5,157 New
5,157 $249 Million
Q2 2022

Dec 05, 2023
SELL
N/A
-4,290 Closed
0 $0
Q1 2022

Dec 05, 2023
BUY
N/A
2,145 Added 100.0%
4,290 $231 Million
Q4 2021

Dec 05, 2023
BUY
N/A
2,145 New
2,145 $244 Million

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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