Ackerman Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Ackerman Capital Advisors, LLC

$361 Million
Q1 2024

A detailed history of Ackerman Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ackerman Capital Advisors, LLC holds 108,739 shares of SCHV stock, worth $8.05 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

108,739

Previous 111,456 2.44%

Holding current value

$8.05 Million

Previous $7.81 Million 5.73%

% of portfolio

2.29%

Previous 2.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$68.82 - $75.98 $186,983 - $206,437	-2,717 Reduced 2.44%	108,739 $8.26 Million
Q4 2023 Jan 19, 2024	SELL	$61.16 - $70.24 $908,776 - $1.04 Million	-14,859 Reduced 11.76%	111,456 $7.81 Million
Q3 2023 Oct 30, 2023	SELL	$64.45 - $69.39 $1.52 Million - $1.64 Million	-23,625 Reduced 15.76%	126,315 $8.14 Million
Q2 2023 Jul 21, 2023	SELL	$63.33 - $67.21 $855,524 - $907,939	-13,509 Reduced 8.26%	149,940 $10.1 Million
Q1 2023 May 11, 2023	SELL	$62.59 - $69.3 $2.78 Million - $3.08 Million	-44,377 Reduced 21.35%	163,449 $10.7 Million

Q4 2022 Jan 12, 2023	SELL	$64.27 - $69.24 $3.1 Million - $3.34 Million	-48,227 Reduced 18.83%	207,826 $0
Q3 2022 Nov 09, 2022	BUY	N/A	18,635 Added 7.85%	256,053 $15 Million
Q2 2022 Jul 22, 2022	SELL	N/A	-19,841 Reduced 7.71%	237,418 $14.8 Million
Q1 2022 Apr 19, 2022	SELL	N/A	-482 Reduced 0.19%	257,259 $18.4 Million
Q4 2021 Feb 16, 2022	SELL	N/A	-8,833 Reduced 3.31%	257,741 $18.9 Million
Q3 2021 Nov 03, 2021	SELL	N/A	-1,286 Reduced 0.48%	266,574 $18 Million
Q2 2021 Aug 12, 2021	BUY	N/A	77,978 Added 41.07%	267,860 $18.3 Million
Q1 2021 Apr 29, 2021	BUY	N/A	74,953 Added 65.22%	189,882 $12.4 Million
Q4 2020 Feb 01, 2021	SELL	N/A	-769 Reduced 0.66%	114,929 $6.84 Million
Q3 2020 Nov 02, 2020	SELL	N/A	-35,423 Reduced 23.44%	115,698 $6.04 Million
Q2 2020 Aug 20, 2020	BUY	N/A	93,057 Added 160.27%	151,121 $7.57 Million
Q1 2020 Aug 14, 2020	BUY	N/A	58,064 New	58,064 $2.57 Million

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Ackerman Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History