Capital Performance Advisors LLP Schwab Strategic Tr Us Large C Transaction History

Capital Performance Advisors LLP

  • $310 Million
  • Q4 2024

A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Performance Advisors LLP holds 40,931 shares of SCHX stock, worth $962,287. This represents 0.31% of its overall portfolio holdings.

Number of Shares
40,931
Previous 13,644 199.99%
Holding current value
$962,287
Previous $925,000 2.49%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Jan 31, 2025
BUY
$22.4 - $68.28 $611,228 - $1.86 Million
27,287 Added 199.99%
40,931 $948,000
Q2 2024

Aug 01, 2024
SELL
$58.7 - $64.78 $5,165 - $5,700
-88 Reduced 0.64%
13,644 $876,000
Q1 2024

Apr 26, 2024
BUY
$55.41 - $62.08 $9,253 - $10,367
167 Added 1.23%
13,732 $852,000
Q2 2023

Aug 10, 2023
BUY
$47.67 - $52.37 $646,643 - $710,399
13,565 New
13,565 $710,000

Others Institutions Holding SCHX

# of Institutions
1,470
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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