A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 2,431 shares of SCHG stock, worth $66,609. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,431
Previous 2,429 0.08%
Holding current value
$66,609
Previous $244,000 3.69%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$92.63 - $105.69 $185 - $211
2 Added 0.08%
2,431 $253,000
Q1 2024

May 14, 2024

BUY
$80.6 - $93.32 $195,777 - $226,674
2,429 New
2,429 $225,000
Q4 2021

Jan 27, 2022

SELL
$73.11 - $83.4 $101,038 - $115,258
-1,382 Closed
0 $0
Q3 2021

Nov 01, 2021

SELL
$73.24 - $78.94 $40,282 - $43,417
-550 Reduced 28.47%
1,382 $205,000
Q2 2021

Aug 02, 2021

SELL
$65.3 - $73.24 $11,558 - $12,963
-177 Reduced 8.39%
1,932 $282,000
Q4 2020

Feb 05, 2021

BUY
$55.95 - $64.38 $117,998 - $135,777
2,109 New
2,109 $271,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Kavar Capital Partners Group, LLC Portfolio

Follow Kavar Capital Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.