Cva Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cva Family Office, LLC

  • $606 Million
  • Q3 2024

A detailed history of Cva Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cva Family Office, LLC holds 11,604 shares of SCHM stock, worth $322,939. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,604
Previous 8,343 39.09%
Holding current value
$322,939
Previous $649,000 48.54%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Oct 10, 2024
BUY
$75.47 - $83.18 $246,107 - $271,249
3,261 Added 39.09%
11,604 $964,000
Q2 2024

Jul 09, 2024
BUY
$75.69 - $81.19 $55,707 - $59,755
736 Added 9.68%
8,343 $649,000
Q1 2024

Apr 10, 2024
BUY
$72.89 - $81.43 $28,645 - $32,001
393 Added 5.45%
7,607 $619,000
Q4 2023

Jan 16, 2024
BUY
$63.01 - $75.95 $157,461 - $189,799
2,499 Added 53.0%
7,214 $543,000
Q3 2023

Oct 11, 2023
BUY
$66.75 - $73.98 $24,163 - $26,780
362 Added 8.32%
4,715 $319,000
Q2 2023

Jul 10, 2023
BUY
$65.29 - $71.03 $261 - $284
4 Added 0.09%
4,353 $309,000
Q1 2023

Apr 26, 2023
SELL
$64.24 - $73.9 $56,980 - $65,549
-887 Reduced 16.94%
4,349 $295,000
Q4 2022

Feb 21, 2023
SELL
$61.05 - $69.94 $2,319 - $2,657
-38 Reduced 0.72%
5,236 $343,000
Q3 2022

Nov 22, 2022
BUY
$60.5 - $72.51 $42,592 - $51,047
704 Added 15.4%
5,274 $319,000
Q2 2022

Jul 11, 2022
BUY
$60.91 - $76.4 $182 - $229
3 Added 0.07%
4,570 $287,000
Q1 2022

Apr 22, 2022
BUY
$70.66 - $80.89 $918 - $1,051
13 Added 0.29%
4,567 $346,000
Q4 2021

Jan 25, 2022
BUY
$76.01 - $83.39 $1,444 - $1,584
19 Added 0.42%
4,554 $366,000
Q3 2021

Oct 12, 2021
SELL
$74.65 - $80.95 $522 - $566
-7 Reduced 0.15%
4,535 $252,000
Q2 2021

Jul 13, 2021
BUY
$74.64 - $79.12 $149 - $158
2 Added 0.04%
4,542 $355,000
Q1 2021

Apr 14, 2021
BUY
$67.07 - $76.85 $134 - $153
2 Added 0.04%
4,540 $338,000
Q4 2020

Jan 15, 2021
BUY
$55.93 - $68.45 $167 - $205
3 Added 0.07%
4,538 $0
Q3 2020

Oct 27, 2020
BUY
$51.99 - $58.83 $13,153 - $14,883
253 Added 5.91%
4,535 $252,000
Q2 2020

Jul 31, 2020
SELL
$39.01 - $57.03 $287,191 - $419,854
-7,362 Reduced 63.23%
4,282 $225,000
Q1 2020

May 28, 2020
BUY
$35.83 - $62.24 $277,073 - $481,301
7,733 Added 197.72%
11,644 $491,000
Q4 2019

Feb 18, 2020
BUY
$54.56 - $60.24 $213,384 - $235,598
3,911 New
3,911 $235,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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