Everett Harris & CO Schwab Strategic Tr Us Large C Transaction History

Everett Harris & CO

$8 Billion
Q3 2024

A detailed history of Everett Harris & CO transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Everett Harris & CO holds 8,123 shares of SCHV stock, worth $213,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,123

Previous 8,055 0.84%

Holding current value

$213,066

Previous $596,000 9.4%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$73.43 - $80.37 $4,993 - $5,465	68 Added 0.84%	8,123 $652,000
Q2 2024 Aug 01, 2024	BUY	$71.74 - $75.86 $14,347 - $15,172	200 Added 2.55%	8,055 $596,000
Q1 2024 Apr 19, 2024	BUY	$68.82 - $75.98 $39,571 - $43,688	575 Added 7.9%	7,855 $596,000
Q4 2023 Jan 18, 2024	BUY	$61.16 - $70.24 $15,290 - $17,560	250 Added 3.56%	7,280 $510,000
Q3 2023 Oct 23, 2023	BUY	$64.45 - $69.39 $67,350 - $72,512	1,045 Added 17.46%	7,030 $453,000
Q2 2023 Jul 26, 2023	BUY	$63.33 - $67.21 $13,362 - $14,181	211 Added 3.65%	5,985 $401,000
Q4 2022 Jan 20, 2023	BUY	$59.13 - $69.24 $5,853 - $6,854	99 Added 1.74%	5,774 $0
Q2 2022 Jul 22, 2022	BUY	$60.93 - $72.3 $15,232 - $18,075	250 Added 4.61%	5,675 $354,000
Q3 2021 Nov 03, 2021	BUY	$66.91 - $71.05 $45,164 - $47,958	675 Added 14.21%	5,425 $366,000
Q2 2021 Jul 29, 2021	BUY	$65.81 - $69.75 $23,033 - $24,412	350 Added 7.95%	4,750 $325,000
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $258,324 - $288,904	4,400 New	4,400 $287,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Everett Harris & CO Schwab Strategic Tr Us Large C Transaction History