Napatree Capital LLC Schwab Strategic Tr Us Large C Transaction History
Napatree Capital LLC
- $103 Billion
- Q1 2024
A detailed history of Napatree Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Napatree Capital LLC holds 67,931 shares of SCHX stock, worth $4.45 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
67,931
Previous 60,611
12.08%
Holding current value
$4.45 Million
Previous $3.42 Billion
18.3%
% of portfolio
3.91%
Previous 3.43%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio