Carmel Capital Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Carmel Capital Partners, LLC

  • $234 Million
  • Q4 2024

A detailed history of Carmel Capital Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 18,030 shares of SCHX stock, worth $428,212. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,030
Previous 6,010 200.0%
Holding current value
$428,212
Previous $407,000 2.46%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Feb 06, 2025
BUY
$22.4 - $68.28 $269,248 - $820,725
12,020 Added 200.0%
18,030 $417,000
Q3 2024

Nov 01, 2024
BUY
$61.11 - $67.85 $9,166 - $10,177
150 Added 2.56%
6,010 $407,000
Q1 2024

Apr 25, 2024
SELL
$55.41 - $62.08 $5,541 - $6,208
-100 Reduced 1.68%
5,860 $363,000
Q3 2023

Oct 27, 2023
SELL
$50.36 - $54.21 $81,835 - $88,091
-1,625 Reduced 21.42%
5,960 $301,000
Q2 2023

Jul 27, 2023
BUY
$47.67 - $52.37 $14,682 - $16,129
308 Added 4.23%
7,585 $397,000
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $307,453 - $350,460
7,277 New
7,277 $0

Others Institutions Holding SCHX

# of Institutions
1,467
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
Track This Portfolio

Track Carmel Capital Partners, LLC Portfolio

Follow Carmel Capital Partners, LLC 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 Carmel Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carmel Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email