Cva Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cva Family Office, LLC

$753 Million
Q3 2025

A detailed history of Cva Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cva Family Office, LLC holds 56,102 shares of SCHM stock, worth $1.64 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

56,102

Previous 55,658 0.8%

Holding current value

$1.64 Million

Previous $1.56 Million 6.47%

% of portfolio

0.22%

Previous 0.23%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$28.15 - $30.13 $12,498 - $13,377	444 Added 0.8%	56,102 $1.66 Million
Q2 2025 Jul 31, 2025	SELL	$22.92 - $28.05 $235,732 - $288,494	-10,285 Reduced 15.6%	55,658 $1.56 Million
Q1 2025 Apr 16, 2025	BUY	$25.58 - $29.24 $374,388 - $427,956	14,636 Added 28.53%	65,943 $1.73 Million
Q4 2024 Jan 07, 2025	BUY	$27.54 - $83.04 $1.09 Million - $3.3 Million	39,703 Added 342.15%	51,307 $1.42 Million
Q3 2024 Oct 10, 2024	BUY	$75.47 - $83.18 $246,107 - $271,249	3,261 Added 39.09%	11,604 $964,000

Q2 2024 Jul 09, 2024	BUY	$75.69 - $81.19 $55,707 - $59,755	736 Added 9.68%	8,343 $649,000
Q1 2024 Apr 10, 2024	BUY	$72.89 - $81.43 $28,645 - $32,001	393 Added 5.45%	7,607 $619,000
Q4 2023 Jan 16, 2024	BUY	$63.01 - $75.95 $157,461 - $189,799	2,499 Added 53.0%	7,214 $543,000
Q3 2023 Oct 11, 2023	BUY	$66.75 - $73.98 $24,163 - $26,780	362 Added 8.32%	4,715 $319,000
Q2 2023 Jul 10, 2023	BUY	$65.29 - $71.03 $261 - $284	4 Added 0.09%	4,353 $309,000
Q1 2023 Apr 26, 2023	SELL	$64.24 - $73.9 $56,980 - $65,549	-887 Reduced 16.94%	4,349 $295,000
Q4 2022 Feb 21, 2023	SELL	$61.05 - $69.94 $2,319 - $2,657	-38 Reduced 0.72%	5,236 $343,000
Q3 2022 Nov 22, 2022	BUY	$60.5 - $72.51 $42,592 - $51,047	704 Added 15.4%	5,274 $319,000
Q2 2022 Jul 11, 2022	BUY	$60.91 - $76.4 $182 - $229	3 Added 0.07%	4,570 $287,000
Q1 2022 Apr 22, 2022	BUY	$70.66 - $80.89 $918 - $1,051	13 Added 0.29%	4,567 $346,000
Q4 2021 Jan 25, 2022	BUY	$76.01 - $83.39 $1,444 - $1,584	19 Added 0.42%	4,554 $366,000
Q3 2021 Oct 12, 2021	SELL	$74.65 - $80.95 $522 - $566	-7 Reduced 0.15%	4,535 $252,000
Q2 2021 Jul 13, 2021	BUY	$74.64 - $79.12 $149 - $158	2 Added 0.04%	4,542 $355,000
Q1 2021 Apr 14, 2021	BUY	$67.07 - $76.85 $134 - $153	2 Added 0.04%	4,540 $338,000
Q4 2020 Jan 15, 2021	BUY	$55.93 - $68.45 $167 - $205	3 Added 0.07%	4,538 $0
Q3 2020 Oct 27, 2020	BUY	$51.99 - $58.83 $13,153 - $14,883	253 Added 5.91%	4,535 $252,000
Q2 2020 Jul 31, 2020	SELL	$39.01 - $57.03 $287,191 - $419,854	-7,362 Reduced 63.23%	4,282 $225,000
Q1 2020 May 28, 2020	BUY	$35.83 - $62.24 $277,073 - $481,301	7,733 Added 197.72%	11,644 $491,000
Q4 2019 Feb 18, 2020	BUY	$54.56 - $60.24 $213,384 - $235,598	3,911 New	3,911 $235,000

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Cva Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History