Shearwater Capital LLC Schwab Strategic Tr Us Large C Transaction History

Shearwater Capital LLC

  • $135 Million
  • Q1 2024

A detailed history of Shearwater Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Shearwater Capital LLC holds 3,331 shares of SCHV stock, worth $246,360. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,331
Previous 3,331 -0.0%
Holding current value
$246,360
Previous $233,000 8.58%
% of portfolio
0.19%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 17, 2023
SELL
$64.45 - $69.39 $23,459 - $25,257
-364 Reduced 9.85%
3,331 $214,000
Q1 2023

Apr 03, 2023
BUY
$62.59 - $69.3 $211,929 - $234,649
3,386 Added 1095.79%
3,695 $242,000
Q4 2022

Jan 20, 2023
BUY
$64.27 - $69.24 $1,928 - $2,077
30 Added 10.75%
309 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-16 Reduced 5.42%
279 $216,000
Q2 2022

Jul 18, 2022
SELL
N/A
-36 Reduced 10.88%
295 $231,000
Q1 2022

Apr 27, 2022
SELL
N/A
-7 Reduced 2.07%
331 $264,000
Q4 2021

Jan 26, 2022
BUY
N/A
338 New
338 $271,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
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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