Wescap Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Wescap Management Group, Inc.

  • $430 Million
  • Q2 2025

A detailed history of Wescap Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wescap Management Group, Inc. holds 23,151 shares of SCHV stock, worth $644,755. This represents 0.15% of its overall portfolio holdings.

Number of Shares
23,151
Previous 19,963 15.97%
Holding current value
$644,755
Previous $530,000 20.75%
% of portfolio
0.15%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$23.55 - $27.67 $75,077 - $88,211
3,188 Added 15.97%
23,151 $640,000
Q1 2025

May 12, 2025
BUY
$25.77 - $27.6 $24,507 - $26,247
951 Added 5.0%
19,963 $530,000
Q4 2024

Feb 12, 2025
BUY
$25.79 - $80.4 $342,130 - $1.07 Million
13,266 Added 230.87%
19,012 $495,000
Q3 2024

Nov 14, 2024
SELL
$73.43 - $80.37 $13,437 - $14,707
-183 Reduced 3.09%
5,746 $461,000
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $17,686 - $19,526
-257 Reduced 4.15%
5,929 $450,000
Q4 2023

Feb 06, 2024
BUY
$61.16 - $70.24 $378,335 - $434,504
6,186 New
6,186 $433,000

Others Institutions Holding SCHV

# of Institutions
956
Shares Held
335M
Call Options Held
0
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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