Kavar Capital Partners Group, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 1,352,845 shares of SCHX stock, worth $30 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares

1,352,845

Previous 436,929 209.63%

Holding current value

$30 Million

Previous $29.6 Million 5.78%

% of portfolio

5.31%

Previous 4.7%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $20.5 Million - $62.5 Million	915,916 Added 209.63%	1,352,845 $31.4 Million
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $602,422 - $668,865	9,858 Added 2.31%	436,929 $29.6 Million
Q2 2024 Jul 19, 2024	BUY	$58.7 - $64.78 $702,932 - $775,740	11,975 Added 2.88%	427,071 $27.4 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $21.6 Million - $24.2 Million	-389,328 Reduced 48.4%	415,096 $25.8 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $21.1 Million - $24.6 Million	435,091 Added 117.8%	804,424 $45.4 Million
Q3 2023 Nov 06, 2023	SELL	$50.36 - $54.21 $328,901 - $354,045	-6,531 Reduced 1.74%	369,333 $18.7 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $2.53 Million - $2.78 Million	-53,111 Reduced 12.38%	375,864 $19.7 Million
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $1.57 Million - $1.73 Million	-34,958 Reduced 7.54%	428,975 $20.7 Million
Q4 2022 Feb 10, 2023	BUY	$42.25 - $48.16 $94,513 - $107,733	2,237 Added 0.48%	463,933 $20.9 Million
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $455,220 - $548,306	10,749 Added 2.38%	461,696 $19.6 Million
Q2 2022 Aug 09, 2022	BUY	$43.35 - $54.51 $589,169 - $740,845	13,591 Added 3.11%	450,947 $20.1 Million
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $10.8 Million - $12.5 Million	217,704 Added 99.11%	437,356 $23.6 Million
Q4 2021 Jan 27, 2022	BUY	$51.9 - $57.29 $494,866 - $546,260	9,535 Added 4.54%	219,652 $25 Million
Q3 2021 Nov 01, 2021	BUY	$51.52 - $54.94 $422,257 - $450,288	8,196 Added 4.06%	210,117 $21.9 Million
Q2 2021 Aug 02, 2021	BUY	$48.62 - $52.01 $450,512 - $481,924	9,266 Added 4.81%	201,921 $21 Million
Q1 2021 May 13, 2021	BUY	$44.9 - $48.34 $571,936 - $615,754	12,738 Added 7.08%	192,655 $18.5 Million
Q4 2020 Feb 05, 2021	BUY	$39.35 - $45.48 $7.08 Million - $8.18 Million	179,917 New	179,917 $16.4 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.

Account

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