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

Cascade Investment Advisors, Inc.

$146 Million
Q1 2025

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 14,885 shares of SCHV stock, worth $403,830. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,885

Previous 14,805 0.54%

Holding current value

$403,830

Previous $385,000 1.56%

% of portfolio

0.27%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$25.77 - $27.6 $2,061 - $2,208	80 Added 0.54%	14,885 $391,000
Q4 2024 Jan 22, 2025	BUY	$25.79 - $80.4 $257,048 - $801,346	9,967 Added 206.01%	14,805 $385,000
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

923

Shares Held

335M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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