A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Capital Insight Partners, LLC holds 9,061 shares of SCHV stock, worth $251,895. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,061
Previous 8,930 1.47%
Holding current value
$251,895
Previous $661,000 10.14%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 09, 2024

BUY
$73.43 - $80.37 $9,619 - $10,528
131 Added 1.47%
9,061 $728,000
Q2 2024

Jul 24, 2024

BUY
$71.74 - $75.86 $7,317 - $7,737
102 Added 1.16%
8,930 $661,000
Q1 2024

Apr 16, 2024

BUY
$68.82 - $75.98 $7,157 - $7,901
104 Added 1.19%
8,828 $670,000
Q4 2023

Jan 24, 2024

SELL
$61.16 - $70.24 $1,284 - $1,475
-21 Reduced 0.24%
8,724 $611,000
Q3 2023

Oct 30, 2023

BUY
$64.45 - $69.39 $3,351 - $3,608
52 Added 0.6%
8,745 $563,000
Q2 2023

Jul 21, 2023

BUY
$63.33 - $67.21 $7,092 - $7,527
112 Added 1.31%
8,693 $583,000
Q1 2023

Apr 27, 2023

BUY
$62.59 - $69.3 $30,731 - $34,026
491 Added 6.07%
8,581 $562,000
Q4 2022

Feb 07, 2023

SELL
$59.13 - $69.24 $65,220 - $76,371
-1,103 Reduced 12.0%
8,090 $534,000
Q3 2022

Oct 20, 2022

SELL
$58.51 - $69.02 $39,845 - $47,002
-681 Reduced 6.9%
9,193 $538,000
Q2 2022

Jul 20, 2022

SELL
$60.93 - $72.3 $30,891 - $36,656
-507 Reduced 4.88%
9,874 $616,000
Q1 2022

Apr 21, 2022

SELL
$67.71 - $74.19 $83,621 - $91,624
-1,235 Reduced 10.63%
10,381 $741,000
Q4 2021

Jan 20, 2022

SELL
$67.9 - $73.3 $92,208 - $99,541
-1,358 Reduced 10.47%
11,616 $851,000
Q3 2021

Oct 13, 2021

SELL
$66.91 - $71.05 $50,450 - $53,571
-754 Reduced 5.49%
12,974 $875,000
Q2 2021

Aug 02, 2021

SELL
$65.81 - $69.75 $7,173 - $7,602
-109 Reduced 0.79%
13,728 $939,000
Q1 2021

Apr 20, 2021

BUY
$58.71 - $65.66 $6,986 - $7,813
119 Added 0.87%
13,837 $903,000
Q4 2020

Feb 02, 2021

BUY
$50.83 - $59.53 $1,829 - $2,143
36 Added 0.26%
13,718 $817,000
Q3 2020

Nov 04, 2020

BUY
$49.44 - $54.86 $14,238 - $15,799
288 Added 2.15%
13,682 $714,000
Q2 2020

Jul 15, 2020

BUY
$42.21 - $55.29 $565,360 - $740,554
13,394 New
13,394 $671,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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