Morton Capital Management Llc/Ca Schwab Strategic Tr Us Large C Transaction History

Morton Capital Management Llc/Ca

$609 Billion
Q3 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 20,807 shares of SCHX stock, worth $552,217. This represents 0.09% of its overall portfolio holdings.

Number of Shares

20,807

Previous 19,739 5.41%

Holding current value

$552,217

Previous $482 Million 13.6%

% of portfolio

0.09%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.46 - $26.5 $26,123 - $28,302	1,068 Added 5.41%	20,807 $548 Million
Q2 2025 Jul 23, 2025	BUY	$19.6 - $24.44 $98 - $122	5 Added 0.03%	19,739 $482 Million
Q1 2025 Apr 17, 2025	SELL	$21.75 - $24.28 $8,417 - $9,396	-387 Reduced 1.92%	19,734 $436 Million
Q4 2024 Jan 14, 2025	BUY	$22.4 - $68.28 $292,588 - $891,873	13,062 Added 185.04%	20,121 $466 Million
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $3,055 - $3,392	-50 Reduced 0.7%	7,059 $479 Million

Q2 2024 Jul 12, 2024	SELL	$58.7 - $64.78 $1,584 - $1,749	-27 Reduced 0.38%	7,109 $457 Million
Q1 2024 Apr 12, 2024	SELL	$55.41 - $62.08 $4,709 - $5,276	-85 Reduced 1.18%	7,136 $443 Million
Q4 2023 Jan 18, 2024	BUY	$48.47 - $56.6 $59,375 - $69,335	1,225 Added 20.43%	7,221 $407 Million
Q3 2023 Dec 05, 2023	BUY	$50.36 - $54.21 $42,252 - $45,482	839 Added 16.27%	5,996 $303 Million
Q1 2023 Dec 05, 2023	BUY	$44.78 - $49.41 $230,930 - $254,807	5,157 New	5,157 $249 Million
Q2 2022 Dec 05, 2023	SELL	$43.35 - $54.51 $185,971 - $233,847	-4,290 Closed	0 $0
Q1 2022 Dec 05, 2023	BUY	$49.51 - $57.27 $106,198 - $122,844	2,145 Added 100.0%	4,290 $231 Million
Q4 2021 Dec 05, 2023	BUY	$51.9 - $57.29 $111,325 - $122,887	2,145 New	2,145 $244 Million

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

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Morton Capital Management Llc/Ca Schwab Strategic Tr Us Large C Transaction History