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

Carmel Capital Partners, LLC

$211 Million
Q3 2025

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 19,360 shares of SCHX stock, worth $513,814. This represents 0.24% of its overall portfolio holdings.

Number of Shares

19,360

Previous 18,010 7.5%

Holding current value

$513,814

Previous $440,000 15.68%

% of portfolio

0.24%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$24.46 - $26.5 $33,021 - $35,775	1,350 Added 7.5%	19,360 $509,000
Q1 2025 May 05, 2025	SELL	$21.75 - $24.28 $435 - $485	-20 Reduced 0.11%	18,010 $397,000
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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