Narwhal Capital Management Schwab Strategic Tr Us Large C Transaction History

Narwhal Capital Management

  • $1.3 Billion
  • Q3 2025

A detailed history of Narwhal Capital Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Narwhal Capital Management holds 11,091 shares of SCHX stock, worth $294,355. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,091
Previous 12,179 8.93%
Holding current value
$294,355
Previous $297,000 1.68%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$24.46 - $26.5 $26,612 - $28,832
-1,088 Reduced 8.93%
11,091 $292,000
Q2 2025

Jul 23, 2025
SELL
$19.6 - $24.44 $10,701 - $13,344
-546 Reduced 4.29%
12,179 $297,000
Q1 2025

Apr 22, 2025
BUY
$21.75 - $24.28 $61,248 - $68,372
2,816 Added 28.42%
12,725 $280,000
Q4 2024

Jan 21, 2025
BUY
$22.4 - $68.28 $145,062 - $442,181
6,476 Added 188.64%
9,909 $229,000
Q3 2024

Oct 22, 2024
BUY
$61.11 - $67.85 $209,790 - $232,929
3,433 New
3,433 $232,000

Others Institutions Holding SCHX

# of Institutions
1,639
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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