Cap Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cap Partners, LLC

$142 Billion
Q4 2024

A detailed history of Cap Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cap Partners, LLC holds 322,844 shares of SCHX stock, worth $7.83 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares

322,844

Previous 164,374 96.41%

Holding current value

$7.83 Million

Previous $11.2 Billion 32.9%

% of portfolio

5.28%

Previous 8.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $3.55 Million - $10.8 Million	158,470 Added 96.41%	322,844 $7.48 Billion
Q3 2024 Nov 07, 2024	SELL	$61.11 - $67.85 $126,131 - $140,042	-2,064 Reduced 1.24%	164,374 $11.2 Billion
Q2 2024 Jul 19, 2024	BUY	$58.7 - $64.78 $395,168 - $436,098	6,732 Added 4.22%	166,438 $10.7 Billion
Q1 2024 Apr 18, 2024	SELL	$55.41 - $62.08 $809,207 - $906,616	-14,604 Reduced 8.38%	159,706 $9.91 Billion
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $8.45 Million - $9.87 Million	174,310 New	174,310 $9.83 Billion

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

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