Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History

Steele Capital Management, Inc.

$1.92 Trillion
Q1 2025

A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 113,800 shares of SCHV stock, worth $2.93 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

113,800

Previous 115,595 1.55%

Holding current value

$2.93 Million

Previous $3.01 Billion 0.37%

% of portfolio

0.16%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$25.77 - $27.6 $46,257 - $49,542	-1,795 Reduced 1.55%	113,800 $3.02 Billion
Q4 2024 Jan 31, 2025	BUY	$25.79 - $80.4 $1.97 Million - $6.15 Million	76,518 Added 195.81%	115,595 $3.01 Billion
Q3 2024 Nov 08, 2024	SELL	$73.43 - $80.37 $277,712 - $303,959	-3,782 Reduced 8.82%	39,077 $3.14 Billion
Q2 2024 Jul 16, 2024	SELL	$71.74 - $75.86 $104,022 - $109,997	-1,450 Reduced 3.27%	42,859 $3.19 Billion
Q1 2024 Apr 18, 2024	SELL	$68.82 - $75.98 $105,982 - $117,009	-1,540 Reduced 3.36%	44,309 $3.37 Billion
Q4 2023 Feb 05, 2024	BUY	$61.16 - $70.24 $2.8 Million - $3.22 Million	45,849 New	45,849 $3.21 Billion

Others Institutions Holding SCHV

# of Institutions

905

Shares Held

331M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Steele Capital Management, Inc. Schwab Strategic Tr Us Large C Transaction History