Gilbert & Cook, Inc. Schwab Strategic Tr Us Large C Transaction History

Gilbert & Cook, Inc.

$727 Million
Q2 2025

A detailed history of Gilbert & Cook, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Gilbert & Cook, Inc. holds 19,764 shares of SCHV stock, worth $575,330. This represents 0.08% of its overall portfolio holdings.

Number of Shares

19,764

Previous 19,764 -0.0%

Holding current value

$575,330

Previous $525,000 4.0%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$25.77 - $27.6 $2,551 - $2,732	-99 Reduced 0.5%	19,764 $525,000
Q4 2024 Jan 23, 2025	BUY	$25.79 - $80.4 $341,511 - $1.06 Million	13,242 Added 200.0%	19,863 $517,000
Q4 2023 Feb 05, 2024	SELL	$61.16 - $70.24 $16,146 - $18,543	-264 Reduced 3.83%	6,621 $464,000
Q3 2023 Nov 02, 2023	SELL	$64.45 - $69.39 $32,676 - $35,180	-507 Reduced 6.86%	6,885 $443,000
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $468,135 - $496,816	7,392 New	7,392 $495,000
Q2 2022 Aug 05, 2022	BUY	$60.93 - $72.3 $213,620 - $253,483	3,506 New	3,506 $219,000

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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