Leeward Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Leeward Financial Partners, LLC

$307 Million
Q2 2025

A detailed history of Leeward Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 172,541 shares of SCHV stock, worth $4.83 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

172,541

Previous 170,213 1.37%

Holding current value

$4.83 Million

Previous $4.52 Million 5.53%

% of portfolio

1.56%

Previous 1.7%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$23.55 - $27.67 $54,824 - $64,415	2,328 Added 1.37%	172,541 $4.77 Million
Q1 2025 May 09, 2025	BUY	$25.77 - $27.6 $15,565 - $16,670	604 Added 0.36%	170,213 $4.52 Million
Q4 2024 Feb 12, 2025	BUY	$25.79 - $80.4 $2.94 Million - $9.18 Million	114,150 Added 205.83%	169,609 $4.42 Million
Q3 2024 Oct 29, 2024	BUY	$73.43 - $80.37 $68,877 - $75,387	938 Added 1.72%	55,459 $4.46 Million
Q2 2024 Jul 30, 2024	SELL	$71.74 - $75.86 $641,499 - $678,340	-8,942 Reduced 14.09%	54,521 $4.04 Million
Q1 2024 Apr 19, 2024	BUY	$68.82 - $75.98 $694,531 - $766,790	10,092 Added 18.91%	63,463 $4.82 Million
Q4 2023 Jan 26, 2024	BUY	$61.16 - $70.24 $461,880 - $530,452	7,552 Added 16.48%	53,371 $3.74 Million
Q3 2023 Oct 31, 2023	BUY	$64.45 - $69.39 $68,317 - $73,553	1,060 Added 2.37%	45,819 $2.95 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $2.2 Million - $2.33 Million	-34,737 Reduced 43.7%	44,759 $3 Million
Q1 2023 Apr 25, 2023	BUY	$62.59 - $69.3 $200,788 - $222,314	3,208 Added 4.21%	79,496 $5.21 Million
Q4 2022 Jan 30, 2023	SELL	$59.13 - $69.24 $160,833 - $188,332	-2,720 Reduced 3.44%	76,288 $5.04 Million
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $44,643 - $52,662	763 Added 0.98%	79,008 $4.62 Million
Q2 2022 Jul 19, 2022	BUY	$60.93 - $72.3 $1.37 Million - $1.62 Million	22,413 Added 40.14%	78,245 $4.88 Million
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $301,918 - $330,813	4,459 Added 8.68%	55,832 $3.99 Million
Q4 2021 Jan 27, 2022	BUY	$67.9 - $73.3 $3.49 Million - $3.77 Million	51,373 New	51,373 $3.76 Million

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

337M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Leeward Financial Partners, LLC with notifications on news.

Account

Leeward Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History