Garrett Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Garrett Investment Advisors LLC

  • $926 Million
  • Q1 2025

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 40,612 shares of SCHV stock, worth $1.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
40,612
Previous 39,266 3.43%
Holding current value
$1.05 Million
Previous $1.02 Million 4.4%
% of portfolio
0.12%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$25.77 - $27.6 $34,686 - $37,149
1,346 Added 3.43%
40,612 $1.07 Million
Q4 2024

Jan 15, 2025
BUY
$25.79 - $80.4 $677,425 - $2.11 Million
26,267 Added 202.07%
39,266 $1.02 Million
Q3 2024

Oct 17, 2024
SELL
$73.43 - $80.37 $216,765 - $237,252
-2,952 Reduced 18.51%
12,999 $1.04 Million
Q2 2024

Jul 10, 2024
BUY
$71.74 - $75.86 $63,705 - $67,363
888 Added 5.9%
15,951 $1.18 Million
Q1 2024

Apr 12, 2024
BUY
$68.82 - $75.98 $184,024 - $203,170
2,674 Added 21.58%
15,063 $1.14 Million
Q4 2023

Jan 05, 2024
SELL
$61.16 - $70.24 $196,262 - $225,400
-3,209 Reduced 20.57%
12,389 $868,000
Q3 2023

Oct 13, 2023
BUY
$64.45 - $69.39 $706,049 - $760,167
10,955 Added 235.95%
15,598 $1.01 Million
Q2 2023

Jul 10, 2023
SELL
$63.33 - $67.21 $5,319 - $5,645
-84 Reduced 1.78%
4,643 $311,000
Q1 2023

Apr 04, 2023
BUY
$62.59 - $69.3 $16,335 - $18,087
261 Added 5.84%
4,727 $309,000
Q4 2022

Jan 09, 2023
SELL
$59.13 - $69.24 $1.86 Million - $2.18 Million
-31,456 Reduced 87.57%
4,466 $0
Q3 2022

Oct 18, 2022
BUY
$58.51 - $69.02 $2.1 Million - $2.48 Million
35,922 New
35,922 $2.1 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
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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