A detailed history of Everett Harris & CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Everett Harris & CO holds 8,123 shares of SCHV stock, worth $225,819. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,123
Previous 8,055 0.84%
Holding current value
$225,819
Previous $596,000 9.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

BUY
$73.43 - $80.37 $4,993 - $5,465
68 Added 0.84%
8,123 $652,000
Q2 2024

Aug 01, 2024

BUY
$71.74 - $75.86 $14,347 - $15,172
200 Added 2.55%
8,055 $596,000
Q1 2024

Apr 19, 2024

BUY
$68.82 - $75.98 $39,571 - $43,688
575 Added 7.9%
7,855 $596,000
Q4 2023

Jan 18, 2024

BUY
$61.16 - $70.24 $15,290 - $17,560
250 Added 3.56%
7,280 $510,000
Q3 2023

Oct 23, 2023

BUY
$64.45 - $69.39 $67,350 - $72,512
1,045 Added 17.46%
7,030 $453,000
Q2 2023

Jul 26, 2023

BUY
$63.33 - $67.21 $13,362 - $14,181
211 Added 3.65%
5,985 $401,000
Q4 2022

Jan 20, 2023

BUY
$59.13 - $69.24 $5,853 - $6,854
99 Added 1.74%
5,774 $0
Q2 2022

Jul 22, 2022

BUY
$60.93 - $72.3 $15,232 - $18,075
250 Added 4.61%
5,675 $354,000
Q3 2021

Nov 03, 2021

BUY
$66.91 - $71.05 $45,164 - $47,958
675 Added 14.21%
5,425 $366,000
Q2 2021

Jul 29, 2021

BUY
$65.81 - $69.75 $23,033 - $24,412
350 Added 7.95%
4,750 $325,000
Q1 2021

May 13, 2021

BUY
$58.71 - $65.66 $258,324 - $288,904
4,400 New
4,400 $287,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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