Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Steele Capital Management, Inc.

  • $1.91 Trillion
  • Q3 2024

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,235,083 shares of SCHX stock, worth $29.4 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares
1,235,083
Previous 1,292,727 4.46%
Holding current value
$29.4 Million
Previous $83.2 Billion 0.83%
% of portfolio
4.39%
Previous 4.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$61.11 - $67.85 $3.52 Million - $3.91 Million
-57,644 Reduced 4.46%
1,235,083 $83.9 Billion
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $15.4 Million - $17 Million
262,985 Added 25.54%
1,292,727 $83.2 Billion
Q1 2024

Apr 18, 2024
BUY
$55.41 - $62.08 $506,558 - $567,535
9,142 Added 0.9%
1,029,742 $63.9 Billion
Q4 2023

Feb 05, 2024
BUY
$48.47 - $56.6 $49.5 Million - $57.8 Million
1,020,600 New
1,020,600 $57.6 Billion

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
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 Steele Capital Management, Inc. Portfolio

Follow Steele Capital Management, Inc. 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 Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email