A detailed history of Waterloo Capital, L.P. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterloo Capital, L.P. holds 60,641 shares of SCHX stock, worth $3.98 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
60,641
Previous 62,081 2.32%
Holding current value
$3.98 Million
Previous $3.5 Billion 7.48%
% of portfolio
0.48%
Previous 0.57%

Shares

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

May 13, 2024

SELL
$55.41 - $62.08 $79,790 - $89,395
-1,440 Reduced 2.32%
60,641 $3.76 Billion
Q4 2023

Feb 13, 2024

SELL
$48.47 - $56.6 $280,980 - $328,110
-5,797 Reduced 8.54%
62,081 $3.5 Billion
Q3 2023

Nov 14, 2023

BUY
$50.36 - $54.21 $100 - $108
2 Added 0.0%
67,878 $3.43 Billion
Q2 2023

Aug 11, 2023

BUY
$47.67 - $52.37 $167,941 - $184,499
3,523 Added 5.47%
67,876 $3.55 Billion
Q1 2023

May 15, 2023

BUY
$44.78 - $49.41 $1.96 Million - $2.16 Million
43,766 Added 212.59%
64,353 $3.11 Billion
Q1 2020

Jun 01, 2020

BUY
N/A
20,587 New
20,587 $1.26 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Waterloo Capital, L.P. Portfolio

Follow Waterloo Capital, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterloo Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Waterloo Capital, L.P. with notifications on news.