Coastwise Capital Group, LLC Schwab Strategic Tr Us Large C Transaction History

Coastwise Capital Group, LLC

$141 Million
Q3 2025

A detailed history of Coastwise Capital Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 155,360 shares of SCHV stock, worth $4.5 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

155,360

Previous 149,929 3.62%

Holding current value

$4.5 Million

Previous $4.15 Million 9.02%

% of portfolio

3.21%

Previous 3.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$27.61 - $29.15 $149,949 - $158,313	5,431 Added 3.62%	155,360 $4.52 Million
Q2 2025 Jul 11, 2025	BUY	$23.55 - $27.67 $616,680 - $724,566	26,186 Added 21.16%	149,929 $4.15 Million
Q1 2025 May 05, 2025	BUY	$25.77 - $27.6 $76,691 - $82,137	2,976 Added 2.46%	123,743 $3.29 Million
Q4 2024 Jan 23, 2025	BUY	$25.79 - $80.4 $2.05 Million - $6.4 Million	79,662 Added 193.8%	120,767 $3.15 Million
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $137,167 - $150,131	1,868 Added 4.76%	41,105 $3.3 Million

Q2 2024 Aug 14, 2024	BUY	$71.74 - $75.86 $89,388 - $94,521	1,246 Added 3.28%	39,237 $2.91 Million
Q1 2024 May 14, 2024	BUY	$68.82 - $75.98 $12,318 - $13,600	179 Added 0.47%	37,991 $2.89 Million
Q4 2023 Feb 14, 2024	BUY	$61.16 - $70.24 $7,094 - $8,147	116 Added 0.31%	37,812 $2.65 Million
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $37,316 - $40,176	-579 Reduced 1.51%	37,696 $2.43 Million
Q2 2023 Aug 10, 2023	SELL	$63.33 - $67.21 $22,482 - $23,859	-355 Reduced 0.92%	38,275 $2.57 Million
Q1 2023 May 11, 2023	BUY	$62.59 - $69.3 $100,331 - $111,087	1,603 Added 4.33%	38,630 $2.53 Million
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $76,632 - $89,735	1,296 Added 3.63%	37,027 $2.44 Million
Q3 2022 Nov 10, 2022	SELL	$58.51 - $69.02 $16,850 - $19,877	-288 Reduced 0.8%	35,731 $2.09 Million
Q2 2022 Aug 15, 2022	BUY	$60.93 - $72.3 $153,970 - $182,702	2,527 Added 7.55%	36,019 $2.25 Million
Q1 2022 Aug 15, 2022	BUY	$67.71 - $74.19 $2.27 Million - $2.48 Million	33,492 New	33,492 $2.39 Million

Others Institutions Holding SCHV

# of Institutions

977

Shares Held

357M

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 Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.

Account

Coastwise Capital Group, LLC Schwab Strategic Tr Us Large C Transaction History