Capstone Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q4 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 15,878 shares of SCHX stock, worth $384,247. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,878
Previous 5,183 206.35%
Holding current value
$384,247
Previous $351,000 4.84%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $239,567 - $730,254
10,695 Added 206.35%
15,878 $368,000
Q3 2024

Nov 14, 2024
BUY
$61.11 - $67.85 $316,733 - $351,666
5,183 New
5,183 $351,000

Others Institutions Holding SCHX

# of Institutions
1,464
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
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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