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

Napatree Capital LLC

  • $103 Billion
  • Q1 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 30,751 shares of SCHM stock, worth $2.45 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
30,751
Previous 28,018 9.75%
Holding current value
$2.45 Million
Previous $2.11 Billion 11.37%
% of portfolio
2.27%
Previous 2.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
899
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
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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