Presidio Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Presidio Capital Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Presidio Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Presidio Capital Management, LLC holds 8,772 shares of SCHX stock, worth $206,229. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,772
Previous 3,064 186.29%
Holding current value
$206,229
Previous $207,000 1.93%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Feb 14, 2025
BUY
$22.4 - $68.28 $127,859 - $389,742
5,708 Added 186.29%
8,772 $203,000
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $61,598 - $68,392
-1,008 Reduced 24.75%
3,064 $207,000
Q1 2024

Apr 24, 2024
BUY
$55.41 - $62.08 $7,757 - $8,691
140 Added 3.56%
4,072 $252,000
Q4 2023

Jan 12, 2024
BUY
$48.47 - $56.6 $190,584 - $222,551
3,932 New
3,932 $221,000
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $187,438 - $205,918
3,932 New
3,932 $205,000

Others Institutions Holding SCHX

# of Institutions
1,470
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 Presidio Capital Management, LLC Portfolio

Follow Presidio Capital Management, 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 Presidio Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Presidio Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email