Coastwise Capital Group, LLC Schwab Strategic Tr Us Large C Transaction History

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024

A detailed history of Coastwise Capital Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 41,105 shares of SCHV stock, worth $1.07 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
41,105
Previous 39,237 4.76%
Holding current value
$1.07 Million
Previous $2.91 Million 13.66%
% of portfolio
2.73%
Previous 2.82%

Shares

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

Nov 14, 2024
BUY
$73.43 - $80.37 $137,167 - $150,131
1,868 Added 4.76%
41,105 $3.3 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $89,388 - $94,521
1,246 Added 3.28%
39,237 $2.91 Million
Q1 2024

May 14, 2024
BUY
$68.82 - $75.98 $12,318 - $13,600
179 Added 0.47%
37,991 $2.89 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $7,094 - $8,147
116 Added 0.31%
37,812 $2.65 Million
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $37,316 - $40,176
-579 Reduced 1.51%
37,696 $2.43 Million
Q2 2023

Aug 10, 2023
SELL
$63.33 - $67.21 $22,482 - $23,859
-355 Reduced 0.92%
38,275 $2.57 Million
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $100,331 - $111,087
1,603 Added 4.33%
38,630 $2.53 Million
Q4 2022

Feb 14, 2023
BUY
$59.13 - $69.24 $76,632 - $89,735
1,296 Added 3.63%
37,027 $2.44 Million
Q3 2022

Nov 10, 2022
SELL
$58.51 - $69.02 $16,850 - $19,877
-288 Reduced 0.8%
35,731 $2.09 Million
Q2 2022

Aug 15, 2022
BUY
$60.93 - $72.3 $153,970 - $182,702
2,527 Added 7.55%
36,019 $2.25 Million
Q1 2022

Aug 15, 2022
BUY
$67.71 - $74.19 $2.27 Million - $2.48 Million
33,492 New
33,492 $2.39 Million

Others Institutions Holding SCHV

# of Institutions
836
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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