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

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024

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 20,121 shares of SCHX stock, worth $486,726. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,121
Previous 7,059 185.04%
Holding current value
$486,726
Previous $479 Million 2.62%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,361
Shares Held
430M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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  • Ticker SCHX
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