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

Ackerman Capital Advisors, LLC

$377 Million
Q1 2025

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 406,394 shares of SCHV stock, worth $10.5 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

406,394

Previous 399,628 1.69%

Holding current value

$10.5 Million

Previous $10.4 Million 3.68%

% of portfolio

2.86%

Previous 2.74%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$25.77 - $27.6 $174,359 - $186,741	6,766 Added 1.69%	406,394 $10.8 Million
Q4 2024 Feb 04, 2025	BUY	$25.79 - $80.4 $6.84 Million - $21.3 Million	265,363 Added 197.64%	399,628 $10.4 Million
Q3 2024 Oct 24, 2024	BUY	$73.43 - $80.37 $925,878 - $1.01 Million	12,609 Added 10.36%	134,265 $10.8 Million
Q2 2024 Jul 25, 2024	BUY	$71.74 - $75.86 $926,665 - $979,883	12,917 Added 11.88%	121,656 $9.01 Million
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	$59.13 - $69.24 $2.85 Million - $3.34 Million	-48,227 Reduced 18.83%	207,826 $0
Q3 2022 Nov 09, 2022	BUY	$58.51 - $69.02 $1.09 Million - $1.29 Million	18,635 Added 7.85%	256,053 $15 Million
Q2 2022 Jul 22, 2022	SELL	$60.93 - $72.3 $1.21 Million - $1.43 Million	-19,841 Reduced 7.71%	237,418 $14.8 Million
Q1 2022 Apr 19, 2022	SELL	$67.71 - $74.19 $32,636 - $35,759	-482 Reduced 0.19%	257,259 $18.4 Million
Q4 2021 Feb 16, 2022	SELL	$67.9 - $73.3 $599,760 - $647,458	-8,833 Reduced 3.31%	257,741 $18.9 Million
Q3 2021 Nov 03, 2021	SELL	$66.91 - $71.05 $86,046 - $91,370	-1,286 Reduced 0.48%	266,574 $18 Million
Q2 2021 Aug 12, 2021	BUY	$65.81 - $69.75 $5.13 Million - $5.44 Million	77,978 Added 41.07%	267,860 $18.3 Million
Q1 2021 Apr 29, 2021	BUY	$58.71 - $65.66 $4.4 Million - $4.92 Million	74,953 Added 65.22%	189,882 $12.4 Million
Q4 2020 Feb 01, 2021	SELL	$50.83 - $59.53 $39,088 - $45,778	-769 Reduced 0.66%	114,929 $6.84 Million
Q3 2020 Nov 02, 2020	SELL	$49.44 - $54.86 $1.75 Million - $1.94 Million	-35,423 Reduced 23.44%	115,698 $6.04 Million
Q2 2020 Aug 20, 2020	BUY	$42.21 - $55.29 $3.93 Million - $5.15 Million	93,057 Added 160.27%	151,121 $7.57 Million
Q1 2020 Aug 14, 2020	BUY	$38.4 - $61.03 $2.23 Million - $3.54 Million	58,064 New	58,064 $2.57 Million

Others Institutions Holding SCHV

# of Institutions

923

Shares Held

335M

Call Options Held

Put Options Held

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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