Kavar Capital Partners Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kavar Capital Partners Group, LLC

$590 Million
Q4 2024

A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 260,386 shares of SCHM stock, worth $7.28 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

260,386

Previous 83,128 213.24%

Holding current value

$7.28 Million

Previous $6.91 Million 4.46%

% of portfolio

1.22%

Previous 1.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $4.88 Million - $14.7 Million	177,258 Added 213.24%	260,386 $7.22 Million
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $140,600 - $154,964	1,863 Added 2.29%	83,128 $6.91 Million
Q2 2024 Jul 19, 2024	BUY	$75.69 - $81.19 $135,636 - $145,492	1,792 Added 2.25%	81,265 $6.32 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $5.18 Million - $5.78 Million	-71,009 Reduced 47.19%	79,473 $6.47 Million
Q4 2023 Feb 14, 2024	BUY	$63.01 - $75.95 $5.06 Million - $6.1 Million	80,366 Added 114.62%	150,482 $11.3 Million
Q3 2023 Nov 06, 2023	SELL	$66.75 - $73.98 $307,116 - $340,381	-4,601 Reduced 6.16%	70,116 $4.75 Million
Q2 2023 Aug 07, 2023	SELL	$65.29 - $71.03 $360,531 - $392,227	-5,522 Reduced 6.88%	74,717 $5.31 Million
Q1 2023 May 12, 2023	SELL	$64.24 - $73.9 $85,374 - $98,213	-1,329 Reduced 1.63%	80,239 $5.44 Million
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $3,663 - $4,196	60 Added 0.07%	81,568 $5.35 Million
Q3 2022 Nov 08, 2022	BUY	$60.5 - $72.51 $57,172 - $68,521	945 Added 1.17%	81,508 $4.93 Million
Q2 2022 Aug 09, 2022	BUY	$60.91 - $76.4 $335,065 - $420,276	5,501 Added 7.33%	80,563 $5.05 Million
Q1 2022 May 09, 2022	BUY	$70.66 - $80.89 $80,905 - $92,619	1,145 Added 1.55%	75,062 $5.69 Million
Q4 2021 Jan 27, 2022	BUY	$76.01 - $83.39 $235,174 - $258,008	3,094 Added 4.37%	73,917 $5.95 Million
Q3 2021 Nov 01, 2021	BUY	$74.65 - $80.95 $269,859 - $292,634	3,615 Added 5.38%	70,823 $5.43 Million
Q2 2021 Aug 02, 2021	BUY	$74.64 - $79.12 $206,081 - $218,450	2,761 Added 4.28%	67,208 $5.26 Million
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $262,646 - $300,944	3,916 Added 6.47%	64,447 $4.8 Million
Q4 2020 Feb 05, 2021	BUY	$55.93 - $68.45 $3.39 Million - $4.14 Million	60,531 New	60,531 $4.13 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Kavar Capital Partners Group, LLC Schwab Strategic U.S. Mid Cap Transaction History