Cascade Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Cascade Investment Advisors, Inc.

  • $156 Million
  • Q3 2024

A detailed history of Cascade Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 4,838 shares of SCHV stock, worth $134,496. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,838
Previous 4,641 4.24%
Holding current value
$134,496
Previous $343,000 13.12%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Oct 02, 2024
BUY
$73.43 - $80.37 $14,465 - $15,832
197 Added 4.24%
4,838 $388,000
Q2 2024

Jul 08, 2024
BUY
$71.74 - $75.86 $3,371 - $3,565
47 Added 1.02%
4,641 $343,000
Q1 2024

Apr 24, 2024
BUY
$68.82 - $75.98 $316,159 - $349,052
4,594 New
4,594 $349,000
Q1 2023

May 10, 2023
BUY
$62.59 - $69.3 $42,248 - $46,777
675 New
675 $44,000
Q2 2022

Aug 11, 2022
BUY
$60.93 - $72.3 $121 - $144
2 Added 0.28%
712 $44.4 Million
Q1 2022

Apr 11, 2022
BUY
$67.71 - $74.19 $6,770 - $7,419
100 Added 16.39%
710 $0
Q2 2021

Aug 04, 2021
BUY
$65.81 - $69.75 $18,755 - $19,878
285 Added 87.69%
610 $0
Q1 2020

Apr 21, 2020
SELL
$38.4 - $61.03 $2,112 - $3,356
-55 Reduced 14.47%
325 $14.4 Million
Q3 2019

Oct 22, 2019
SELL
$56.56 - $57.5 $3,393 - $3,450
-60 Reduced 13.64%
380 $21.6 Million
Q2 2019

Jul 18, 2019
BUY
N/A
440 New
440 $24.7 Million

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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