Napatree Capital LLC Schwab Strategic U.S. Mid Cap Transaction History

Napatree Capital LLC

  • $143 Billion
  • Q3 2024

A detailed history of Napatree Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Napatree Capital LLC holds 35,819 shares of SCHM stock, worth $1.03 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
35,819
Previous 35,308 1.45%
Holding current value
$1.03 Million
Previous $2.75 Billion 8.3%
% of portfolio
2.08%
Previous 2.23%

Shares

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

Nov 12, 2024
BUY
$75.47 - $83.18 $38,565 - $42,504
511 Added 1.45%
35,819 $2.98 Billion
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $344,919 - $369,982
4,557 Added 14.82%
35,308 $2.75 Billion
Q1 2024

May 13, 2024
BUY
$72.89 - $81.43 $199,208 - $222,548
2,733 Added 9.75%
30,751 $2.35 Billion
Q4 2023

Mar 26, 2024
BUY
$63.01 - $75.95 $1.77 Million - $2.13 Million
28,018 New
28,018 $2.11 Billion

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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