Presidio Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Presidio Capital Management, LLC

  • $155 Million
  • Q3 2024

A detailed history of Presidio Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Presidio Capital Management, LLC holds 3,064 shares of SCHX stock, worth $71,697. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,064
Previous 4,072 24.75%
Holding current value
$71,697
Previous $261,000 20.69%
% of portfolio
0.13%
Previous 0.18%

Shares

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

Oct 31, 2024
SELL
$61.11 - $67.85 $61,598 - $68,392
-1,008 Reduced 24.75%
3,064 $207,000
Q1 2024

Apr 24, 2024
BUY
$55.41 - $62.08 $7,757 - $8,691
140 Added 3.56%
4,072 $252,000
Q4 2023

Jan 12, 2024
BUY
$48.47 - $56.6 $190,584 - $222,551
3,932 New
3,932 $221,000
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $187,438 - $205,918
3,932 New
3,932 $205,000

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

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