Cva Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History

Cva Family Office, LLC

  • $619 Million
  • Q4 2024

A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cva Family Office, LLC holds 298,692 shares of SCHB stock, worth $6.74 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
298,692
Previous 101,241 195.03%
Holding current value
$6.74 Million
Previous $6.73 Million 0.68%
% of portfolio
1.09%
Previous 1.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$22.01 - $66.82 $4.35 Million - $13.2 Million
197,451 Added 195.03%
298,692 $6.78 Million
Q3 2024

Oct 10, 2024
BUY
$59.93 - $66.52 $166,425 - $184,726
2,777 Added 2.82%
101,241 $6.73 Million
Q2 2024

Jul 09, 2024
SELL
$57.57 - $63.3 $94,587 - $104,001
-1,643 Reduced 1.64%
98,464 $6.19 Million
Q1 2024

Apr 10, 2024
SELL
$54.61 - $61.05 $228,925 - $255,921
-4,192 Reduced 4.02%
100,107 $6.11 Million
Q4 2023

Jan 16, 2024
SELL
$47.61 - $55.91 $215,673 - $253,272
-4,530 Reduced 4.16%
104,299 $5.81 Million
Q3 2023

Oct 11, 2023
SELL
$49.59 - $53.57 $122,040 - $131,835
-2,461 Reduced 2.21%
108,829 $5.43 Million
Q2 2023

Jul 10, 2023
SELL
$47.08 - $51.7 $12,994 - $14,269
-276 Reduced 0.25%
111,290 $5.75 Million
Q1 2023

Apr 26, 2023
SELL
$44.47 - $49.23 $56,521 - $62,571
-1,271 Reduced 1.13%
111,566 $5.34 Million
Q4 2022

Feb 21, 2023
SELL
$41.94 - $47.81 $255,750 - $291,545
-6,098 Reduced 5.13%
112,837 $5.06 Million
Q3 2022

Nov 22, 2022
SELL
$41.99 - $50.63 $6,634 - $7,999
-158 Reduced 0.13%
118,935 $4.99 Million
Q2 2022

Jul 11, 2022
SELL
$42.93 - $53.98 $134,113 - $168,633
-3,124 Reduced 2.56%
119,093 $5.26 Million
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $3.07 Million - $3.55 Million
62,522 Added 104.74%
122,217 $6.53 Million
Q4 2021

Jan 25, 2022
SELL
$51.87 - $56.86 $25,571 - $28,031
-493 Reduced 0.82%
59,695 $6.75 Million
Q3 2021

Oct 12, 2021
SELL
$51.32 - $54.83 $104,487 - $111,633
-2,036 Reduced 3.27%
60,188 $4.79 Million
Q2 2021

Jul 13, 2021
SELL
$48.92 - $52.14 $24,851 - $26,487
-508 Reduced 0.81%
62,224 $6.49 Million
Q1 2021

Apr 14, 2021
BUY
$44.89 - $48.81 $132,784 - $144,379
2,958 Added 4.95%
62,732 $6.07 Million
Q4 2020

Jan 15, 2021
SELL
$39.03 - $45.5 $16,158 - $18,837
-414 Reduced 0.69%
59,774 $0
Q3 2020

Oct 27, 2020
BUY
$36.93 - $42.52 $274,057 - $315,540
7,421 Added 14.06%
60,188 $4.79 Million
Q2 2020

Jul 31, 2020
BUY
$28.84 - $38.49 $653,947 - $872,760
22,675 Added 75.35%
52,767 $3.88 Million
Q1 2020

May 28, 2020
BUY
$26.18 - $40.44 $302,352 - $467,041
11,549 Added 62.28%
30,092 $1.82 Million
Q4 2019

Feb 18, 2020
BUY
$34.47 - $38.58 $639,177 - $715,388
18,543 New
18,543 $1.43 Million

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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