Garrett Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Garrett Investment Advisors LLC

  • $1.13 Billion
  • Q4 2025

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 60,538 shares of SCHV stock, worth $1.75 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
60,538
Previous 58,302 3.84%
Holding current value
$1.75 Million
Previous $1.7 Million 3.36%
% of portfolio
0.16%
Previous 0.16%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$28.46 - $29.45 $63,636 - $65,850
2,236 Added 3.84%
60,538 $1.75 Million
Q3 2025

Oct 09, 2025
BUY
$27.61 - $29.15 $448,883 - $473,920
16,258 Added 38.67%
58,302 $1.7 Million
Q2 2025

Jul 14, 2025
BUY
$23.55 - $27.67 $33,723 - $39,623
1,432 Added 3.53%
42,044 $1.16 Million
Q1 2025

Apr 10, 2025
BUY
$25.77 - $27.6 $34,686 - $37,149
1,346 Added 3.43%
40,612 $1.07 Million
Q4 2024

Jan 15, 2025
BUY
$25.79 - $80.4 $677,425 - $2.11 Million
26,267 Added 202.07%
39,266 $1.02 Million
Q3 2024

Oct 17, 2024
SELL
$73.43 - $80.37 $216,765 - $237,252
-2,952 Reduced 18.51%
12,999 $1.04 Million
Q2 2024

Jul 10, 2024
BUY
$71.74 - $75.86 $63,705 - $67,363
888 Added 5.9%
15,951 $1.18 Million
Q1 2024

Apr 12, 2024
BUY
$68.82 - $75.98 $184,024 - $203,170
2,674 Added 21.58%
15,063 $1.14 Million
Q4 2023

Jan 05, 2024
SELL
$61.16 - $70.24 $196,262 - $225,400
-3,209 Reduced 20.57%
12,389 $868,000
Q3 2023

Oct 13, 2023
BUY
$64.45 - $69.39 $706,049 - $760,167
10,955 Added 235.95%
15,598 $1.01 Million
Q2 2023

Jul 10, 2023
SELL
$63.33 - $67.21 $5,319 - $5,645
-84 Reduced 1.78%
4,643 $311,000
Q1 2023

Apr 04, 2023
BUY
$62.59 - $69.3 $16,335 - $18,087
261 Added 5.84%
4,727 $309,000
Q4 2022

Jan 09, 2023
SELL
$59.13 - $69.24 $1.86 Million - $2.18 Million
-31,456 Reduced 87.57%
4,466 $0
Q3 2022

Oct 18, 2022
BUY
$58.51 - $69.02 $2.1 Million - $2.48 Million
35,922 New
35,922 $2.1 Million

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
358M
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
Track This Portfolio

Track Garrett Investment Advisors LLC Portfolio

Follow Garrett Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Garrett Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email