Kavar Capital Partners Group, LLC Schwab Strategic Tr Us Small C Transaction History

Kavar Capital Partners Group, LLC

$590 Million
Q4 2024

A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 221,963 shares of SCHA stock, worth $5.9 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

221,963

Previous 111,159 99.68%

Holding current value

$5.9 Million

Previous $5.72 Million 0.26%

% of portfolio

0.97%

Previous 0.91%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.33 - $51.16 $2.81 Million - $5.67 Million	110,804 Added 99.68%	221,963 $5.74 Million
Q3 2024 Oct 24, 2024	BUY	$46.9 - $51.96 $80,245 - $88,903	1,711 Added 1.56%	111,159 $5.72 Million
Q2 2024 Jul 19, 2024	BUY	$45.24 - $49.04 $15,517 - $16,820	343 Added 0.31%	109,448 $5.19 Million
Q1 2024 May 14, 2024	SELL	$44.84 - $49.24 $4.82 Million - $5.29 Million	-107,463 Reduced 49.62%	109,105 $5.37 Million
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $4.22 Million - $5.32 Million	110,692 Added 104.55%	216,568 $10.2 Million
Q3 2023 Nov 06, 2023	BUY	$40.85 - $46.1 $27,859 - $31,440	682 Added 0.65%	105,876 $4.39 Million
Q2 2023 Aug 07, 2023	SELL	$39.91 - $43.82 $818,993 - $899,230	-20,521 Reduced 16.32%	105,194 $4.61 Million
Q1 2023 May 12, 2023	SELL	$39.82 - $46.36 $348,425 - $405,650	-8,750 Reduced 6.51%	125,715 $5.27 Million
Q4 2022 Feb 10, 2023	SELL	$38.25 - $43.54 $90,002 - $102,449	-2,353 Reduced 1.72%	134,465 $5.45 Million
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $26,166 - $31,900	695 Added 0.51%	136,818 $5.17 Million
Q2 2022 Aug 09, 2022	BUY	$37.88 - $48.01 $426,415 - $540,448	11,257 Added 9.02%	136,123 $5.31 Million
Q1 2022 May 09, 2022	BUY	$44.42 - $51.73 $2.86 Million - $3.33 Million	64,432 Added 106.62%	124,866 $5.91 Million
Q4 2021 Jan 27, 2022	BUY	$48.64 - $55.07 $172,185 - $194,947	3,540 Added 6.22%	60,434 $6.19 Million
Q3 2021 Nov 01, 2021	BUY	$48.3 - $52.49 $121,716 - $132,274	2,520 Added 4.63%	56,894 $5.7 Million
Q2 2021 Aug 02, 2021	BUY	$48.39 - $52.91 $152,718 - $166,983	3,156 Added 6.16%	54,374 $5.67 Million
Q1 2021 May 13, 2021	BUY	$43.89 - $52.63 $196,407 - $235,519	4,475 Added 9.57%	51,218 $5.11 Million
Q4 2020 Feb 05, 2021	BUY	$34.66 - $45.17 $1.62 Million - $2.11 Million	46,743 New	46,743 $4.16 Million

Others Institutions Holding SCHA

# of Institutions

1,235

Shares Held

270M

Call Options Held

64.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Kavar Capital Partners Group, LLC Schwab Strategic Tr Us Small C Transaction History