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

Steele Capital Management, Inc.

$2.08 Trillion
Q2 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 111,981 shares of SCHV stock, worth $3.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

111,981

Previous 113,800 1.6%

Holding current value

$3.25 Million

Previous $3.02 Billion 2.44%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$23.55 - $27.67 $42,837 - $50,331	-1,819 Reduced 1.6%	111,981 $3.1 Billion
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

961

Shares Held

342M

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 Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.

Account

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