Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Steele Capital Management, Inc.

  • $1.79 Trillion
  • Q2 2024

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,292,727 shares of SCHX stock, worth $29.2 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
1,292,727
Previous 1,029,742 25.54%
Holding current value
$29.2 Million
Previous $63.9 Billion 30.21%
% of portfolio
4.64%
Previous 3.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $15.4 Million - $17 Million
262,985 Added 25.54%
1,292,727 $83.2 Billion
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $506,558 - $567,535
9,142 Added 0.9%
1,029,742 $63.9 Billion
Q4 2023

Feb 05, 2024
BUY
$48.47 - $56.6 $49.5 Million - $57.8 Million
1,020,600 New
1,020,600 $57.6 Billion

Others Institutions Holding SCHX

# of Institutions
1,335
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
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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