Kavar Capital Partners Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kavar Capital Partners Group, LLC

  • $630 Million
  • Q3 2024

A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 83,128 shares of SCHM stock, worth $2.3 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
83,128
Previous 81,265 2.29%
Holding current value
$2.3 Million
Previous $6.32 Million 9.22%
% of portfolio
1.1%
Previous 1.14%

Shares

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

Oct 24, 2024
BUY
$75.47 - $83.18 $140,600 - $154,964
1,863 Added 2.29%
83,128 $6.91 Million
Q2 2024

Jul 19, 2024
BUY
$75.69 - $81.19 $135,636 - $145,492
1,792 Added 2.25%
81,265 $6.32 Million
Q1 2024

May 14, 2024
SELL
$72.89 - $81.43 $5.18 Million - $5.78 Million
-71,009 Reduced 47.19%
79,473 $6.47 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $5.06 Million - $6.1 Million
80,366 Added 114.62%
150,482 $11.3 Million
Q3 2023

Nov 06, 2023
SELL
$66.75 - $73.98 $307,116 - $340,381
-4,601 Reduced 6.16%
70,116 $4.75 Million
Q2 2023

Aug 07, 2023
SELL
$65.29 - $71.03 $360,531 - $392,227
-5,522 Reduced 6.88%
74,717 $5.31 Million
Q1 2023

May 12, 2023
SELL
$64.24 - $73.9 $85,374 - $98,213
-1,329 Reduced 1.63%
80,239 $5.44 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $3,663 - $4,196
60 Added 0.07%
81,568 $5.35 Million
Q3 2022

Nov 08, 2022
BUY
$60.5 - $72.51 $57,172 - $68,521
945 Added 1.17%
81,508 $4.93 Million
Q2 2022

Aug 09, 2022
BUY
$60.91 - $76.4 $335,065 - $420,276
5,501 Added 7.33%
80,563 $5.05 Million
Q1 2022

May 09, 2022
BUY
$70.66 - $80.89 $80,905 - $92,619
1,145 Added 1.55%
75,062 $5.69 Million
Q4 2021

Jan 27, 2022
BUY
$76.01 - $83.39 $235,174 - $258,008
3,094 Added 4.37%
73,917 $5.95 Million
Q3 2021

Nov 01, 2021
BUY
$74.65 - $80.95 $269,859 - $292,634
3,615 Added 5.38%
70,823 $5.43 Million
Q2 2021

Aug 02, 2021
BUY
$74.64 - $79.12 $206,081 - $218,450
2,761 Added 4.28%
67,208 $5.26 Million
Q1 2021

May 13, 2021
BUY
$67.07 - $76.85 $262,646 - $300,944
3,916 Added 6.47%
64,447 $4.8 Million
Q4 2020

Feb 05, 2021
BUY
$55.93 - $68.45 $3.39 Million - $4.14 Million
60,531 New
60,531 $4.13 Million

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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