Leeward Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Leeward Financial Partners, LLC

$277 Million
Q4 2024

A detailed history of Leeward Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 169,609 shares of SCHV stock, worth $4.42 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

169,609

Previous 55,459 205.83%

Holding current value

$4.42 Million

Previous $4.46 Million 0.81%

% of portfolio

1.6%

Previous 1.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.79 - $80.4 $2.94 Million - $9.18 Million	114,150 Added 205.83%	169,609 $4.42 Million
Q3 2024 Oct 29, 2024	BUY	$73.43 - $80.37 $68,877 - $75,387	938 Added 1.72%	55,459 $4.46 Million
Q2 2024 Jul 30, 2024	SELL	$71.74 - $75.86 $641,499 - $678,340	-8,942 Reduced 14.09%	54,521 $4.04 Million
Q1 2024 Apr 19, 2024	BUY	$68.82 - $75.98 $694,531 - $766,790	10,092 Added 18.91%	63,463 $4.82 Million
Q4 2023 Jan 26, 2024	BUY	$61.16 - $70.24 $461,880 - $530,452	7,552 Added 16.48%	53,371 $3.74 Million
Q3 2023 Oct 31, 2023	BUY	$64.45 - $69.39 $68,317 - $73,553	1,060 Added 2.37%	45,819 $2.95 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $2.2 Million - $2.33 Million	-34,737 Reduced 43.7%	44,759 $3 Million
Q1 2023 Apr 25, 2023	BUY	$62.59 - $69.3 $200,788 - $222,314	3,208 Added 4.21%	79,496 $5.21 Million
Q4 2022 Jan 30, 2023	SELL	$59.13 - $69.24 $160,833 - $188,332	-2,720 Reduced 3.44%	76,288 $5.04 Million
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $44,643 - $52,662	763 Added 0.98%	79,008 $4.62 Million
Q2 2022 Jul 19, 2022	BUY	$60.93 - $72.3 $1.37 Million - $1.62 Million	22,413 Added 40.14%	78,245 $4.88 Million
Q1 2022 May 12, 2022	BUY	$67.71 - $74.19 $301,918 - $330,813	4,459 Added 8.68%	55,832 $3.99 Million
Q4 2021 Jan 27, 2022	BUY	$67.9 - $73.3 $3.49 Million - $3.77 Million	51,373 New	51,373 $3.76 Million

Others Institutions Holding SCHV

# of Institutions

885

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Leeward Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History