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Schwab Capital Trust (SWPP.X) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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20 1 |
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Total
shares held :
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908,706 |
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% of shares
held :
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10.1% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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9 |
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Amount
of shares held :
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25,347 |
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% of shares
held change :
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0.28% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NEVILLE RODIE & SHAW INC |
101 |
- |
2024-03-31 |
19,838 |
$1,603,000 |
0 |
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Financial Gravity Wealth Inc. |
241 |
- |
2023-12-31 |
9,272 |
$779,000 |
0 |
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STALEY CAPITAL ADVISERS INC |
133 |
- |
2024-03-31 |
6,867 |
$555,000 |
0 |
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WALLINGTON ASSET MANAGEMENT LLC |
57 |
- |
2024-03-31 |
4,490 |
$363,000 |
0 |
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TOWER BRIDGE ADVISORS |
174 |
- |
2024-03-31 |
3,622 |
$293,000 |
0 |
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ROWLAND & CO INVESTMENT COUNSEL/ADV |
145 |
- |
2024-03-31 |
2,040 |
$165,000 |
0 |
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Westside Investment Management Inc. |
263 |
- |
2024-03-31 |
1,395 |
$113,000 |
0 |
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Cyrus J. Lawrence LLC |
100 |
- |
2024-03-31 |
825 |
$66,000 |
0 |
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Game Plan Financial Advisors LLC |
141 |
- |
2024-03-31 |
301 |
$24,000 |
0 |
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DB Fitzpatrick & Co Inc |
78 |
- |
2024-03-31 |
22 |
$2,000 |
0 |
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10 Records found
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1
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Page 1 of 1 |
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